J.P. Morgan Asset Management - The Weekly Brief

11.05.2020 11:09 - JPMorgan Asset Management (Switzerland) LLC

Wachstumsaktien haben sich in dieser Rezession besserentwickelt als Substanzwerte. Der Grund: Viele Anleger denken, dass sich grosse Technologie- und Online-Unternehmen als widerstandsfähiger erweisen werden, wenn die Menschen von zu Hause aus arbeiten und einkaufen. Natürlich sind Online-Unternehmen der aktuellen Rezession deutlich weniger ausgesetzt als Firmen, die auf den Publikumsverkehr angewiesen sind, aber gegen sinkende Haushalts- und Unternehmensausgaben sind sie vielleicht nicht ganz so immun, wie manche derzeit glauben. Selbst wenn sie sich gut behaupten sollten, deuten die aktuellen Bewertungen darauf hin, dass Wachstumsaktien diese Widerstandskraft bereits weitgehend einpreisen. Unserer Meinung nach sollten Anleger die Bewertungen nicht ignorieren, wenn sie in Wachstumsaktieninvestieren

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JPMAM_The Weekly Brief_11.05.2020.pdf

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Geschäftsleitung
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J.P. Morgan Asset Management - The Weekly Brief

11.05.2020 11:09 - JPMorgan Asset Management (Switzerland) LLC

Disclaimer

No offer, exclusion of liability

No investment advice

Professional market-data distributors

No guarantee of the functionality of alert services and other services

No guarantee of data security when using the personalised "MyFunds" area

References and links

Local and other legal restrictions

Swiss Fund Data AG

Copyright

Privacy Statement of Swiss Fund Data AG

Type of collected Personal Data

Cookies

Web analysis

Google Analytics

Usage and protection of Personal Data

Information on processed Personal Data

Links

Social Media Buttons

Responsible Data Protection Officer

Right to withdraw consent in respect of data protection

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