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Marktausblick

In der Regel sind es Volkswirte, die in Marktausblicken ihre Sicht der wirtschaftlichen Entwicklung bestimmter Regionen darstellen.

Adrian Banner, Intech’s Chief Executive Officer and Chief Investment Officer at Janus Henderson

Janus Henderson: Intech - heightened volatility expected in 2019

Marktausblick, Technologie

Adrian Banner, Intech’s Chief Executive Officer and Chief Investment Officer, believes that heightened volatility will shape markets in 2019 and discusses where opportunities may arise in this environment.

Schroders: Asian ex Japan equities

Marktausblick, Aktien, Anlageberatung

A tumultuous 2018 has left Asian equities significantly cheaper and presenting selective opportunities, but investors need to tread carefully. Four of our Asian equity managers explain why.

Gregory Kolb ist seit 2015 Chief Investment Officer bei Perkins Investment Management LLC

Janus Henderson: Don’t buy the dip, buy bargains

Marktausblick, Anlageberatung

“It’s tough to make predictions, especially about the future.” While never quite definitively attributed (US baseball catcher Yogi Berra – known for his malapropisms – is one potential source), this wisdom has nevertheless stood the test of time.

Schroders: European equities outlook 2019

Marktausblick, Aktien

European equities may remain volatile in 2019 but this can open up opportunities for investors seeking out under-valued companies.

Schroders: Global economy outlook 2019

Marktausblick, Volkswirtschaft, Wirtschaftswachstum, Zinsen

Schroders forecast global growth to slow in 2019 and the dollar looks set to weaken with US interest rates peaking mid-year.

Capital Group: U.S. Outlook - Aging economic expansion still flexing its muscles

Marktausblick, Asset Management, Anlagestrategie, Fundamentalanalyse, Marktfaktoren, Asset Allocation, Aufschwung, Konjunktur, Konjunkturdaten, Marktkommentar, Wirtschaft, Volkswirtschaft, Länderblickpunkt, Wirtschaftswachstum, Analyse

The U.S. economy remains strong in the face of late-cycle concerns. Expect heightened volatility and slower growth ahead. U.S. equities aren’t likely to match stellar returns of past 9 years.

Simon Ward, economist at Janus Henderson

Janus Henderson: Global economic prospects still dimming

Marktausblick, Volkswirtschaft

The baseline view here is that the current global economic downswing will extend into the first half of 2019, and probably beyond mid-year. Incoming news is consistent with this scenario, so Somon Ward, economist at Janus Henderson.

AXA IM: Das größte Risiko im Jahr 2019 birgt Italien

Marktausblick, Geldpolitik, Marktrückblick, Wirtschaftswachstum

Der Marktdruck könne steigen, wenn die Wirtschaft weiter nachlässt und die Ratingagenturen ihre Einschätzungen nach unten korrigieren.

David Elms, Head of Diversified Alternatives at Janus Henderson

Janus Henderson: Diversified Alternatives - keeping beta at bay in 2019

Marktausblick, Alternative Anlagen

David Elms, Head of Diversified Alternatives, believes that 2019 could mark the end of the ‘Goldilocks’ period. He discusses what this might mean for investors and where new opportunities might form.

Metzler: EZB beendet Wertpapierkaufprogramm

Marktausblick, EZB, Marktkommentar

Die Geldpolitik der EZB dürfte vor allem Italien spüren, so Edgar Walk, Chefvolkswirt Metzler AM. Risiken für die Wirtschaft in der Eurozone könnten von der politischen Situation in Deutschland ausgehen, vom Brexit-Konflikt und vom Handelsstreit zwischen den USA und China.

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