J.P. Morgan Asset Management - The Weekly Brief

17.07.2017 14:49 - JPMorgan Asset Management (Switzerland) LLC

J.P. Morgan Asset Management - The Weekly Brief

Angesichts des steigenden globalen Wachstums werden sich Investoren der

Widerstandsfähigkeit der Märkte immer bewusster. Die „weichen“ Daten haben sich

allgemein verbessert und die Einkaufsmanagerindizes (PMI) sind auf einem soliden Niveau

oberhalb der 50 Punkte-Marke geblieben. Der synchronisierte Anstieg der globalen

Einkaufsmanagerindizes seit Mitte 2016 hat die Stärke einer weltweiten Wirtschaftserholung

angekündigt. Wie die aktuelle Grafik zeigt, spiegelt sich die Stärke dieser „weichen“ Daten

auch in den „ harten“ Daten wider, besonders im weltweit wachsenden Export von fast 4%.

Zusätzlich schieben die starken Ergebnisse der US-Konjunkturumfrage des Institute for

Supply Management (ISM) die Sorgen über die Konjunkturverlangsamung in den USA

beiseite. Dass das globale Konjunktur-Momentum weiter anzieht, während politische Risiken

abnehmen, könnte weiterhin ein positives Umfeld für globale Aktien bieten.

JPMAM_The Weekly Brief_17.07.2017.pdf

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