J.P. Morgan Asset Management - The Weekly Brief

23.01.2023 12:10 - JPMorgan Asset Management (Switzerland) LLC

Nach der Einstellung der russischen Gaslieferungen wuchsen die Bedenken, dass die Energiekrise in Europa bis in den nächsten Winter andauern könnte. Die längerfristigen Gas-Futures bewegten sich daraufhin deutlich nach oben. Dank des unerwartet milden Winterbeginns und robuster Ersatzlieferungen aus anderen Quellen sind die europäischen Gasspeicher jedoch deutlich besser gefüllt als durchschnittlich zu dieser Jahreszeit. Dies stimmt die Investorinnen und Investoren zuversichtlicher, dass in Europa kein Gasmangel droht. Die Preise für Gaslieferungen im nächsten Winter sind daher merklich gesunken, was zu einer starken Rally europäischer Aktien geführt hat. Der europäische Aktienmarkt könnte sich dieses Jahr gut behaupten, da das Risiko einer tiefen Rezession zurückgeht.

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J.P. Morgan Asset Management - The Weekly Brief

23.01.2023 12:10 - 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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