J.P. Morgan Asset Management - The Weekly Brief

31.08.2015 13:14 - JPMorgan Asset Management (Switzerland) LLC

J.P. Morgan Asset Management - The Weekly Brief

Der letzte Montag hätte ein ruhiger Wochenstart im August sein sollen, doch die Märkte endeten im Chaos. Der Kollaps des chinesischen Aktienmarkts, die Abwertung des Yuan und die Angst vor Chinas wirtschaftlicher Abkühlung hielten die Investoren in Atem. Die Volatilität erreichte ein Rekordhoch: Sowohl der S&P 500 VIX als auch der Euro VSTOXX gipfelten bei 40,8 - ihr 5-Jahres-Durchschnitt liegt bei 17,5 und 23,0. Die global rückläufigen

Aktiennotierungen wurden nicht vorhergesehen, wodurch Portfolios Verluste in Kauf nehmen

mussten. Dennoch zählt die langfristige Perspektive. Wenn ein Investor die letzten 14 Jahre

durchgehend in den MSCI ACWI investiert gewesen wäre, würden die Erträge heute bei mehr

als 180% liegen. Sogar wenn ein Investor die besten 20 Tage ausgelassen hat, würde er einen

hohen positiven Ertrag sehen. Bleiben sie also ruhig und vor allem investiert!

J.P.Morgan_The Weekly Brief_31.08.2015.pdf

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