Der Sommer hat den Anlegern vorübergehend etwas Entspannung beschert, da in den wichtigsten Aktienmärkten in den Sommermonaten bis Mitte August die Kurse zum Teil schnell und stark gestiegen sind. Unterstützt wurde dieser Trend durch eine Reihe von Annahmen zu den wichtigsten Themen, die den Markt antrieben: Man ging davon aus, dass die Inflation ihren Höhepunkt erreicht hat und sich allmählich abschwächen, dass sich das Wachstum auf dem Weg zu einem “Soft Landing“ befindet und dass die Zentralbanken den größten Teil der erforderlichen Maßnahmen geleistet haben.
Im Juni waren wir der Meinung, dass eine Erholung in Sicht sei, da der Markt
Im Juni waren wir der Meinung, dass eine Erholung in Sicht sei, da der Markt
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