sentix Investmentmeinung 45-2018

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Pro Renten

Der Bias für Aktien bleibt in Moll. Umgekehrt profitieren Bonds von der Abkehr bei Dividendentitel. Wir nehmen dies zum Anlass, unsere Renteneinschätzung von einfach auf doppelt „plus“ zu nehmen.

Geänderte Einschätzungen: Bund-Future, US-Treasury Future

Lesen Sie hier die Investmentmeinung (sentix Registrierung erforderlich)

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