Qualität
Enterpreneuership
Performance
Nachhaltigkeit
Diversifikation = ‘free lunch’? Thomas Cook kollabierte diesen September und war somit verantwortlich für massive Verluste für seine Investoren zugleich. Natürlich kam der Bankrott nicht einfach so über Nacht. Die Probleme häuften sich seit einiger Zeit. Die Investoren hatten somit eigentlich genügend Gelegenheit, ihre Aktien los zu werden. Aber es gibt auch Fälle die nur […]
Konzentration versus Diversifikation Read More »
Investitionen in F&E und Marketing zur Erhaltung und Erweiterung des Wettbewerbsvorsprungs Investoren und Analysten wollen, dass die Unternehmen immer mehr für Forschung und Entwicklung (F&E) ausgeben, um neue Produkte und neue Dienstleistungen auf den Markt zu bringen. Die Unternehmen tun das, aber die Ergebnisse können frustrierend sein, zumindest kurzfristig. Nehmen wir Baidu, einst der führende
R&D – EIN WERTTREIBER ODER WERTZERSTÖRER? Read More »
Niedrige Bewertungen bei Value deuten auf fundamentale Probleme hin Historisch betrachtet waren Value-Aktien den Growth-Aktien überlegen: Seit 1933 übertraf Value Growth in 60% der Perioden. Dies half wohl dem bekanntesten ValueInvestor Warren Buffett, sein Vermögen zu äufnen. Jetzt scheint sich jedoch das Marktparadigma geändert zu haben: Der Trend kehrte sich um, als 2006 Growth-Aktien Value-Aktien
Growth wächst, value ist geschlagen, quality profitiert Read More »
STARKE ERHOLUNG NACH SCHWACHEM JAHR 2018, GROWTH UND QUALITY BLEIBEN ATTRAKTIV Das Jahr begann sehr gut, da die Aktienmärkte durch die anhaltenden Massnahmen der Zentralbanken auf der ganzen Welt unterstützt wurden Abb.1 Gesamtrendite des 1. Halbjahres 2019 nach Regionen basierend auf MSCI Regionalindizes Regionale, Style und Size Indices von MSCI (Ausnahme regionalePerformance Schweiz: SPI Index)
RÜCKBLICK 1. HJ. 2019 Read More »
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