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12.08.2025 14:52:57

State Street Global Advisors: Zwischen den Polen: volkswirtschaftlichen Divergenzen mit Smart Beta begegnen

                                                           
 
 
 
 
SSGA
 
 
Zwischen den Polen: volkswirtschaftlichen Divergenzen mit Smart Beta begegnen
 
 
 
 
Die makroökonomische Kluft zwischen den USA und Europa wird grösser - und stellt Investoren vor neue Herausforderungen. Unser aktueller Smart Beta Compass für Q3 2025 zeigt auf, wie Smart-Beta-Strategien helfen können, sich in dieser sich wandelnden Investmentlandschaft erfolgreich zu positionieren.
  • Die wichtigsten Erkenntnisse im Überblick: Qualität in den USA und entwickelten Märkten:Setzen Sie auf Unternehmen mit starken Gewinnen, hohem Free Cashflow und robusten Bilanzen - ein klarer Vorteil in einem Umfeld mit höheren Kapitalkosten.
  • Europäische Dividendenaktien: Europäische Dividendenaktien bieten Potenzial für stabile Erträge und zyklisches Wachstum, unterstützt durch fiskalische Anreize und attraktive Bewertungen, insbesondere in der Eurozone.
  • Anlegerverhalten: Unsere Analysen institutioneller Kapitalflüsse zeigen das Momentum zwischen den Faktoren auf.
 
 
Smart Beta Compass
 
 
 
 
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The information contained in this communication is not a research recommendation or ‘investment research’ and is classified as a ‘Marketing Communication’ in accordance with the applicable regional regulation. This means that this marketing communication (a) has not been prepared in accordance with legal requirements designed to promote the independence of investment research (b) is not subject to any prohibition on dealing ahead of the dissemination of investment research.

The information provided does not constitute investment advice as such term is defined under the Markets in Financial Instruments Directive (2014/65/EU) and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell any investment. It does not take into account any investor's or potential investor’s particular investment objectives, strategies, tax status, risk appetite or investment horizon. If you require investment advice you should consult your tax and financial or other professional advisor. All information is from SSGA unless otherwise noted and has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.

Past Performance is not a guarantee of future results.

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Equity securities may fluctuate in value in response to the activities of individual companies and general market and economic conditions.

Investing in foreign domiciled securities may involve risk of capital loss from unfavourable fluctuation in currency values, withholding taxes, from differences in generally accepted accounting principles or from economic or political instability in other nations.

Investments in emerging or developing markets may be more volatile and less liquid than investing in developed markets and may involve exposure to economic structures that are generally less diverse and mature and to political systems which have less stability than those of more developed countries.

A Smart Beta strategy does not seek to replicate the performance of a specified cap-weighted index and as such may underperform such an index. The factors to which a Smart Beta strategy seeks to deliver exposure may themselves undergo cyclical performance. As such, a Smart Beta strategy may underperform the market or other Smart Beta strategies exposed to similar or other targeted factors. In fact, we believe that factor premia accrue over the long term (5-10 years), and investors must keep that long time horizon in mind when investing.

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Expiration Date: 31/10/2025

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