J.P. Morgan Asset Management - The Weekly Brief

13.05.2019 10:55 - JPMorgan Asset Management (Switzerland) LLC

Anleger schenken dem Ausblick zum Wachstum der Unternehmensgewinn in den USA grosse Beachtung. Eine der Hauptsorgen ist, dass steigende Löhne die Gewinnmargen der Unternehmen unter Druck setzen könnten, insbesondere angesichts der aktuell fehlenden Preismacht der Firmen. Positiv ist, dass der Produktivitätsanstieg diese steigenden Lohnkosten bisher ausgleicht. Das Produktivitätswachstum in den USA beträgt nun im Jahresvergleich 2,4% – das schnellste Wachstum seit fast neun Jahren. Dies bedeutet, dass sich die Unternehmen die höheren Löhne ihrer Mitarbeiter leisten können, da je Arbeitnehmer eine höhere Produktionsleistung erzielt wird. Wenn diese Entwicklung anhält, stehen die Zeichen für die weitere Konjunktur gut. Lässt jedoch die Produktivität nach, könnten die Gewinnmargen unter Druck geraten.

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JPMAM_The Weekly Brief_13.05.2019.pdf

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J.P. Morgan Asset Management - The Weekly Brief

13.05.2019 10:55 - 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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