Qualität
Enterpreneuership
Performance
Nachhaltigkeit
Eine unglückliche Kombination für den Start 2022 an den Aktienmärkten Der Beginn des Jahres 2022 war ziemlich holprig, was vielen Investoren unruhige Tage bereitete, insbesondere wenn sie einen Growth-Tilt in ihrem Aktienportfolio hatten. Es war eine Vielzahl von Faktoren, die den grössten Abwärtstrend seit dem freien Fall der Märkte im März 2020 aufgrund der Ausbreitung […]
Wilder Tanz Der Börse Read More »
Seit Herbst 2021 hatten attraktiv bewertete Quality Unternehmen tendenziell Gegenwind. Zeitlich und regional war der Gegenwind relativ uniform, was dafürspricht, dass attraktiv bewertete Qualitätsunternehmen als systematischer Investmentstil unter Druck stehen. Diesen Gegenwind haben im Übrigen nicht nur die HQAM Quality Portfolios erfahren, sondern grundsätzlich alle von HQAM identifizierten systematischen Quality Anbieter. Das Marktumfeld hat sich
Drei Gründe für Quality Read More »
2021 war ein weiteres turbulentes Jahr, nicht annähernd so wild wie sein Vorgänger, aber es erforderte von den Anlegern Wachsamkeit, Aufmerksamkeit und manchmal bereitete es schlaflose Nächte. Obwohl die Welt noch weit davon entfernt ist, Covid-frei zu sein, hat die weltweite Impfkampagne gegen Covid-19 das Leben, wie wir es kennen, ein Stück weit wiederhergestellt, was
Qualitätsunternehmen als sicherer Hafen in inflationären Read More »
In der Finanzindustrie dominieren seit 60 Jahren Ansätze, die auf der modernen Portfoliotheorie (MPT) basieren. Das Denken in Begriffen von Faktoren wie Value und Size hat die Industrie sowohl auf der Anbieter- als auch auf der Anlegerseite tief geprägt. Institutionelle Anleger treffen ihre Asset Allocation Entscheidungen im Aktienbereich in der Regel anhand von Dimensionen wie
Globale Quality Top Strategien – Faktorrenditen oder echtes Alpha? Read More »
Hérens Quality Assset Management
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