J.P. Morgan Asset Management - The Weekly Brief

09.08.2021 12:42 - JPMorgan Asset Management (Switzerland) LLC

J.P. Morgan Asset Management - The Weekly Brief

Europas Aussichten haben sich sowohl kurz- als auch langfristig aufgehellt. In den letzten Monaten haben die wichtigsten Nationen der Eurozone ihre Impfprogramme intensiviert, sodass 60–70 % ihrer Bevölkerung jetzt mindestens eine Dosis erhalten haben. Die Inzidenz der Delta-Variante ist zuletzt gestiegen, aber dank der Impfungen führen die höheren Fallzahlen offenbar nicht zu einer deutlich stärkeren Klinikbelegung. Daher haben sich die jüngsten Konjunkturumfragen in der Eurozone kontinuierlich verbessert. Der impfbedingte Wirtschaftsaufschwung wird langfristig auch von der fiskalischen Unterstützung getragen. Der Wiederaufbaufonds der Europäischen Union (EU) ist ein mehrjähriges Ausgabenpaket von 750 Mrd. EUR. Wie wir in unserer aktuellen Publikation („Vier Gründe, warum Investoren den EU-Aufbaufonds nicht unterschätzen sollten“) erläutern, könnte er entscheidend dazu beitragen, Europa auf Kurs und die Region endlich wieder in die Gunst der Anleger zu bringen.

JPMAM_The Weekly Brief_09.08.2021.pdf

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