In diesem volatilen Marktumfeld entstehen immer wieder neue Opportunitäten und Möglichkeiten sich mit Hinblick auf die nächste Marktphase zu positionieren. Aus diesem Grund möchte ich gerne die Aussichten von Joe Foster, Portfoliomanager der VanEck Global Gold Strategie, mit Ihnen teilen. Der Inhalt hat Joe letzte Woche während unseres Gold- und Goldminen-Webinars vorgestellt. Nebst der aktiv verwalteteten Strategie, führen wir auch die bekannten UCITS ETFs GDX / GDX J(Juniors) in unserem Produkte-Portfolio.
Lesen Sie warum unserer Meinung nach der Goldsektor derzeit für eine Allokation interessant ist:
Die starken geldpolitischen Impulse könnten den Goldpreis stützen. Die letzten zwei "Emergency"-Zinssatzsenkungen haben zu einer Rally des Goldpreises geführt. Gold könnte sich inmitten eines säkularen Bull-Marktes befinden, der 2015 begann und wahrscheinlich dem von 2001 bis 2008 sehr ähnlich sein wird. Gold und Goldminen neigen dazu, die Erholung in Richtung der wichtigsten Aktienmärkte früher zu antizipieren, wie bei der Finanzkrise von 2008. Die Goldminen-Firmen befinden sich in ausgezeichneten finanziellen Verhältnissen. Goldminen-Aktien notieren momentan zu sehr interessanten Bewertungen.
Die ausführlichen Graphiken finden Sie hier
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Gold und Goldminen-Aktien: Warum man sie jetzt in Betracht ziehen sollte
