Die besten Nordamerika Aktienfonds - Seite 2

On balance, we do not believe these downside risks should prompt investors to move away from higher-risk assets, but we do believe that selectivity is growing more important, as not all areas of the market and not all companies will be well positioned in the months ahead. There will be more of opportunities at the specific stock level. That's something we certainly look forward to."

Joshua Chisari, Portfolio Manager "UBS (Lux) Eq S - USA Growth (USD) P-acc" (11.03.2010): "Generally positive. While there is a not insignificant macro overhang on the market at the moment we find that the market is fundamentally healthy and that there are a good number of very attractively valued opportunities."

e-fundresearch: "Wie wirken sich die geplanten Konjunktur- und Hilfsprogramme auf Nordamerika Aktien aus?"

Portfoliomanagement Janus Capital Group, "Janus US Twenty A USD Acc" & "Janus US All Cap Growth A USD Acc" (11.03.2010): "The potential for government involvementacross sectors and in the market overall adds an additional degree of uncertainty to the outlook for equities. For us, this means we factor in a wider range of potential outcomes for the businesses we research."

Eric McLaughlin, Senior Investment Specialist, U.S. Equities, "Fortis L Equity Growth USA Cap" (11.03.2010): "The recovery in the economy and stock market over the past twelve months has been aided by unprecedented economic stimulus by the global central banks and coordinated efforts by government.
Beyond the extension of the homebuyer tax credit (and other tax relief measures), the Congress has passed and the president has signed a four-month extension of unemployment benefits, as well as more aid to states, and more infrastructure spending.
But even with these likely measures, the boost from fiscal policy to real GDP growth is likely to decline in the first half and vanish in the second half of 2010. This is because it is the change in spending and taxes that governs the impact of fiscal policy on real GDP growth. Even with the latest round of packages—worth about $200bn altogether—the change will not be nearly as positive as it was in the wake of the $787bn package enacted almost a year ago.
However, there is at least one major area of the economy that is far from recovered – the job market. Labour market conditions have led the Obama administration to push job creation to the top of its political agenda for 2010. The U.S. Senate is also working on a jobs package, which is expected to offer, among other things, tax credits to small businesses for hiring workers.