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QUALITY USA PORTFOLIO – POSITIONIERUNG FÜR DIE US-WAHLEN 2024

02/10/2024

Market Review

Die Auswirkungen der Präsidentschaftswahlen in den USA auf die Märkte werden im Vorfeld der Wahl häufig diskutiert. Während politische Debatten kurzfristige Marktschwankungen auslösen können, spielen auf lange Sicht in der Regel grundlegende Faktoren wie Wirtschaftswachstum und Zinssätze eine grössere Rolle für die Entwicklung der Aktienmärkte. Obwohl die Auswirkungen auf den Gesamtmarkt langfristig nicht so deutlich zu erkennen sind und wir sicherlich nicht dafür plädieren, die Anlagestrategie aufgrund von Wahlergebnissen zu ändern, können bestimmte Sektoren und Einzelaktien empfindlicher auf politische Veränderungen reagieren. Es ist daher ratsam, Portfolios regelmässig auf potenzielle politische Risiken zu überprüfen.

Weitere Informationen zu zur Positionierung des Quality USA Portfolios in Hinblick auf die US-Wahlen 2024 erhalten Sie im untenstehenden PDF.

Die in diesem Artikel enthaltenen Informationen wurden auf Grundlage der im September 2024 verfügbaren Daten erstellt. Spätere Entwicklungen oder neue Informationen nach diesem Datum können die Genauigkeit oder Relevanz des Inhalts beeinflussen.

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