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2019/07/02 / Erste Group Research
Ungelöste Handelskonflikte und der noch immer nicht geklärte Abflauf des Brexits sorgen für Unsicherheit und belasten den Ausblick. Die Notenbanken werden vorsichtiger und stellen geldpolitsche Lockerungen in Aussicht, sollte dies notwendig werden. In diesem Umfeld werfen sichere Veranlagungen kaum noch Renditen ab. Wir bevorzugen daher Aktien defensiver Sektoren sowie HY-Anleihen aus dem BB-Segment und IG-Hybridanleihen.

General information

AuthorErste Group Research
Product nameVideo German
Topic in focusEquities, FX, Macro/ Fixed income
Economy in focus-
Currency in focus-
Sector in focus-


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