HQAM STEHT Für
 

Qualität

Enterpreneuership

Performance

Nachhaltigkeit

Autorenname: Gregor Altenburger

Warum es sich lohnt, in Qualitätsaktien zu investieren

Michael Griesdorf | the Market NZZ Covid-19 hat zu einer Flucht in Qualitätstitel geführt. Den Markt schlagen Namen wie Sika oder Ems-Chemie aber schon viel länger. The Market zeigt, was ein gutes Unternehmen ausmacht und bei welchen Schweizer Qualitätsaktien sich der Einstieg auch heute noch lohnen dürfte.  Trotz vieler Fortschritte zur Bekämpfung der Pandemie bleiben […]

Warum es sich lohnt, in Qualitätsaktien zu investieren Weiterlesen »

Qualität durch die ESG-lupe – ausgezeichnete unternehmen glänzen wieder einmal

Zu viel ESG? Im vergangenen Monat spekulierte der ehemalige Vorsitzende des Verwaltungsrats des japanischen Government Pension Fund, des grössten Pensionsfonds der Welt, dass ESG-Investitionen Anzeichen einer Blase aufweisen könnten1. In der Tat sind Investitionen im ESG-Bereich bei den Anlegern zurzeit sehr beliebt: Die Zuflüsse in nachhaltige ETFs haben sich 2020 gegenüber dem Vorjahr verdreifacht2. Im

Qualität durch die ESG-lupe – ausgezeichnete unternehmen glänzen wieder einmal Weiterlesen »

1H 2021 Marktrückblick – Quality Aktien haben es geschafft, die massive Rotation zu überwinden

Endlich scheint die Zeit der Value-Investoren gekommen zu sein, nun da Value-Aktien nach vielen Jahren des Hinterherhinkens gegenüber den Wachstumswerten dank der Erholung von Energie- und Finanztiteln weltweit im 1. Semester 2021 eine Outperformance erzielen konnten. Während in Europa Growth-Titel aufholen und im Juni sogar die Value-Pendants überholen konnten, dominieren in den USA immer noch

1H 2021 Marktrückblick – Quality Aktien haben es geschafft, die massive Rotation zu überwinden Weiterlesen »

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