Nach zwei Jahren Pandemie und dem Angriff Russlands auf die Ukraine ist die globale Wirtschaft im Umbruch. Die Folgen des Krieges sorgen für bisher kaum gekannte Energiepreise. Die Inflation hat in vielen Ländern Höchststände erreicht. Die internationalen Finanzmärkte wie auch die globale politische Ordnung stehen vor großen Herausforderungen. Die Volatilität an den Märkten dürfte demnach auch in den kommenden Monaten weiter hoch bleiben. Geht die Achterbahnfahrt an den Kapitalmärkten 2023 also weiter oder müssen wir uns auf eine Talfahrt einstellen?
Bei beiden Szenarien ist es wichtig, das eigene Portfolio gegen Korrelationsrisiken abzusichern. Die Anlageklasse Mikrofinanz hat sich in der Vergangenheit dabei als guter Portfoliostabilisator erwiesen.
In unserer Webkonferenz am 7. Dezember um 11 Uhr geben die Referenten, Edda Schröder (Gründerin und Geschäftsführerin) und Dr. Carlos De las Salas Vega (Chief Investment Officer) einen Rück- und Ausblick auf den Markt und den IIV Mikrofinanzfonds und erklären, welchen Einfluss die aktuellen Geschehen auf das von uns verwaltete Portfolio haben.
* DE: Die ergänzenden Inhalte können KI-generiert sein. EN: The additional content may be AI-generated.
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