Die verbesserte Risikostimmung hat zu einer Verengung der Spreads in festverzinslichen Sektoren geführt, einschließlich Investment-Grade-Anleihen und Schwellenländeranleihen.
22.11.2022 | 10:55 Uhr
Anderswo haben europäische Anleihen in jüngster Zeit eine Outperformance angesichts überdurchschnittlich warmer Temperaturen und eines Anstiegs der Gasvorräte erzielt. Beide Faktoren deuten darauf hin, dass ein Extrem-Szenario des Energieschocks wahrscheinlich nicht eintreten wird.
Lesen Sie dazu das aktuelle Fixed Income Update unter folgendem
Link:
https://www.gsam.com/content/dam/gsam/pdfs/common/en/public/articles/global-fixed-income/gfi-weekly.pdf?sa=n&rd=n
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