MONATSTHEMA: QUALITÄT IN ZEITEN DER IN(STAG)FLATION
Das globale Wirtschaftswachstum, mit dem viele rechneten, als die Länder endlich die zwei Jahre der Pandemie überwunden hatten, ist nun in Gefahr. Die Störungen in der globalen Lieferkette, die zunächst durch die pandemiebedingten Einschränkungen verursacht wurden, werden nun durch ein umfangreiches Paket von Sanktionen verschärft, die gegen Russland als Strafmaßnahme für seine Invasion in der benachbarten Ukraine verhängt wurden.
Da die jährliche Inflation in den USA bei über 7 % liegt und die US-Notenbank in diesem Jahr mehrere Zinserhöhungen anstrebt, war eine Verringerung der Aussichten auf eine wirtschaftliche Expansion das Letzte, was die Anleger brauchten. Infolgedessen ist der Goldpreis in die Höhe geschossen, der Energiesektor hat zweistellig zugelegt, während Wachstumswerte unter Druck gerieten.
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This disclaimer was last updated on 08/09/2023.
07/06/2022
Hérens Quality Asset Management AG
CORPORATE EXCELLENCE INSIGHTS APRIL 2022
