J.P. Morgan Asset Management - The Weekly Brief

09.11.2020 10:26 - JPMorgan Asset Management (Switzerland) LLC

J.P. Morgan Asset Management - The Weekly Brief

Angesichts neuer Beschränkungen zur Eindämmung des Virus in Grossbritannien wird die Wirtschaft im vierten Quartal wahrscheinlich schrumpfen, wenn auch in viel geringerem Masse als zu Beginn des Jahres. Die Ankündigungen des britischen Finanzministers und der Bank of England von vergangener Woche sind wichtige Schritte, um die Wirtschaft durch einen schwierigen Winter zu bringen. Die Verlängerung des Beurlaubungsprogramms bis Ende März wird eine dringend benötigte Überbrückungshilfe für Privathaushalte und Unternehmen leisten, bis die Wirtschaft wieder geöffnet werden kann. Die Notenbank kündigte an, ihre Wertpapierkäufe um weitere 150 Mrd. GBP zu erhöhen, damit sich Regierung und Unternehmen weiterhin zu günstigen Konditionen finanzieren können. Die politische Unterstützung nimmt zu, aber ein fundamentales Research ist weiterhin erforderlich, um Unternehmen mit ausreichend soliden Bilanzen zu ermitteln, die den bevorstehenden Herausforderungen standhalten können.

JPMAM_The Weekly Brief_09.11.2020.pdf

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