J.P. Morgan Asset Management - The Weekly Brief

08.09.2020 12:08 - JPMorgan Asset Management (Switzerland) LLC

J.P. Morgan Asset Management - The Weekly Brief

Die Zahl der neuen Covid-19-Fälle steigt in Europa wieder an, vor allem in Spanien und Frankreich. Es werden jedoch mehr Tests durchgeführt als zu Beginn des Jahres. Der Prozentsatz positiver Tests vermittelt eine bessere Vorstellung vom Ausmass des jüngsten Infektionsanstiegs in jedem Land. Die Weltgesundheitsorganisation warnt vor einer Wiedereröffnung der Wirtschaft, wenn die Positivitätsrate der Tests über 5 % liegt. Von den grossen Volkswirtschaften Europas hat nur Spanien dieses Niveau überschritten. In Deutschland und Grossbritannien sind die Fallzahlen zwar gestiegen, doch scheint dies bislang überwiegend auf vermehrte Tests zurückzuführen zu sein, denn die Positivitätsraten sind weiterhin niedrig. Anleger, die eine Infektionswelle im Winter befürchten, sollten die Entwicklung der Positivitätsraten beobachten. Zum Glück sind sie in den meisten Teilen Europas noch relativ niedrig

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