J.P. Morgan Asset Management - The Weekly Brief

15.05.2018 10:39 - JPMorgan Asset Management (Switzerland) LLC

J.P. Morgan Asset Management - The Weekly Brief

Bei Anlagen in Schwellenländer befürchten Investoren häufig, dass es bereits zu spät sein könnte und der Zug für sie schon abgefahren sei. Die Tabelle für diese Woche zeigt, dass im Zuge der Urbanisierung von Volkswirtschaften durch den Übergang von einer Agrarwirtschaft im ländlichen Raum zu einer industriellen Fertigungswirtschaft und schliesslich zu einer dienstleistungsorientierten Wirtschaft die Pro-Kopf-Leistung oder Produktivität jedes Einzelnen deutlich zunehmen kann. Während die Urbanisierung in Indien und China in den vergangenen 50 Jahren deutlich vorangeschritten ist, liegt der Urbanisierungsgrad dort mit 30 % bzw. 57 % noch immer deutlich hinter den Industrieländern wie den USA (82 %). Dies deutet darauf hin, dass beide Länder noch immer ein grosses Wachstums- und Anlagepotenzial bieten. Die Anlageerträge von Schwellenländeraktien sind häufig sehr schwankend. Für langfristige Investoren dürfte sich die strukturelle Dynamik jedoch in den nächsten Jahren weiterhin positiv auf die Anlageklasse auswirken.

JPMAM_The Weekly Brief_14.05.2018.pdf

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