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30.07.2025 15:25:46

State Street Global Advisors: Sektoraktien im 3. Quartal: Unser Q3 Sector Compass zeigt Chancen auf

                                                           
 
 
 
 
SSGA
 
 
Sektoraktien im 3. Quartal: Unser Q3 Sector Compass zeigt Chancen auf
 
 
 
 
Die Schwankungen an den Aktienmärkten, schaffen weiterhin Sektorchancen in den USA, Europa und weltweit.

Die von Trump angekündigten Zölle haben die Märkte verunsichert und die unkomplizierte US-Aktien-Exzeptionalität gestoppt -und damit neue Türen für Sektorinvestitionen geöffnet. Ein schwächerer Dollar und die globale wirtschaftliche Divergenz haben die Investmentlandschaft auf den Kopf gestellt.

In unserem aktuellen Sector Equity Compass konzentrieren wir uns auf drei Sektoren, die von strukturellem Wachstum, Innovation und defensiver Widerstandsfähigkeit profitierenkönnten:
Versorgungsunternehmen: Einst übersehen, heute unverzichtbar. Elektrifizierung, KI-gesteuerte Energienachfrage und die Netzmodernisierung transformieren den Sektor.
Informationstechnologie: Die Dynamikist zurück. Von der KI-Infrastruktur bis hin zum Quantencomputing liefert dieser Sektor Erträge und Innovationen in grossem Massstab.
Gesundheitswesen: Die konträre Chance. Trotz des politischen Gegenwinds bietet der Sektor seltene Werte, bahnbrechende Innovationen und langfristigen demografischen Rückenwinde.

Wir analysieren zudem das Anlegerverhalten, ETF-Zuflüsse und Sektorrotationstrends, um Ihnen bei der Positionierung Ihrer Portfolios für die kommenden Monate zu helfen.
 
 
Sector Compass
 
 
 
 
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