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Südamerika Europa Asien  \nAashka Patel  \nNew York  \nEmily Nolan  \nNew York  \nMarina Valentini  \nSão Paulo  \nMax McKechnie  \nDubai  \nLucía Gutiérrez-Mellado  \nMadrid  \nRaisah Rasid  \nSingapore  \nTaipei  \nVera Chia  \nSingapore  \nKerry Craig, CFA  \nMelbourne  \nInhalt GTM  EMEA  3   \nWeltwirtschaft  \n4. Globales Wachstum  \n5. Globaler zusammengesetzter Einkaufsmanagerindex (PMI)  \n6. Globale Inflation  \n7. Globaler Inflationsdruck  \n8. Globale Leitzinsen  \n9. Weltweite Finanzierungsbedingungen  \n10. Globale Fiskalpolitik und Anleihenemission  \n11. Globale finanzpolitische Herausforderungen  \n12. Globale Bilanz der Privathaushalte  \n13. US-Dollar und Auswirkungen auf die Erträge  \n14. Globale Kapitalflüsse  \n15. BIP und Einkaufsmanagerindizes der USA  \n16. Nettovermögen und Ausgaben von US-Haushaltennach Einkommensgruppe  \n17. Investitionen und Industrieproduktion in den USA  \n18. Arbeitsmarktnachfrage in den USA  \n19. US-Arbeitsmarktdynamik  \n20. Inflation in den USA  \n21. Geldpolitik der US Federal Reserve  \n22. Defizit und Verschuldung der US-Regierung  \n23. US-Handel  \n24. USA im Fokus: US-Investitionsausgaben  \n25. BIP und Konjunkturindikatoren in der Eurozone  \n26. Fiskalische Unterstützung in Europa  \n27. Aktienbesitz der privaten Haushalte in der Eurozone  \n28. Arbeitsmarktsituation in der Eurozone  \n29. Europäische Gaspreise und Lagerbestände  \n30. Arbeitslosigkeit in der Eurozone  \n31. Inflation in der Eurozone  \n32. Geldpolitik der Europäischen Zentralbank  \n33. Eurozone im Fokus: Deutsche Fiskalpolitik  \n34. GB: BIP und-Konjunkturindikatoren  \n35. Arbeitsmarkt und Preisabsichten in Großbritannien  \n36. Inflation in Großbritannien  \n37. Großbritannien im Fokus: Finanzpolitische Herausforderungen  \n38. BIP, Inflation und Löhne in Japan  \n39. Wachstumstreiber und Handelsströme in China  \n40. Deflation und Exporte in China  \n41. Verbraucherinnen und Verbraucher in China  \n42. Schwellenländer im Fokus: Technologie in EMBenchmarks  \nAktien  \n43. Regionale Aktienbewertungen  \n44. Regionale Gewinnerwartungen  \n45. Gewinnrevisionen und Gewinnmargen  \n46. Gewichtungen der globalen Aktiensektoren  \n47. Globale Aktienerträge  \n48. Aktienmarkt-Merkmale  \n49. Regionale Bewertungen von Wachstums-und Substanzaktien  \n50. Bullen-und Bärenmärkte  \n51. Small Caps  \n52. Konzentration im Aktienmarkt  \n53. KI-bezogene Gewinne und Bewertungen  \n54. Gewinne in den USA  \n55. Bewertungen von US-Aktien  \n56. Bewertungen und anschließende Erträge in den USA  \n57. Gewinne in Europa  \n58. Bewertungen von europäischen Aktien  \n59. Gewinne in Großbritannien  \n60. Aktienmarkt und Währung in Japan  \n61. Schwellenländeraktien  \n62. Bewertungen asiatischer Aktien  \n63. Aktien im Fokus: KI-Nachfrage und Kostendruck  \n64. Globale Aktienmarkterträge  \nAnleihen  \n65. Renditen von Anleihen  \n66. Renditen von Staatsanleihen und folgende Erträge  \n67. Renditeaufschlüsselung von Staatsanleihen  \n68. Renditepolster und Diversifizierung  \n69. US-Staatsanleihen: Eigentum und Emissionsvolumen  \n70. US-Zinsstrukturkurve und Laufzeitprämie  \n71. Spreads globaler Anleihen  \n72. Globale Investment-Grade-Spreads  \n73. Globale Hochzins-Fundamentaldaten  \n74. Anleihen der Schwellenländer  \n75. Anleihen im Fokus: Emissionen von Hyperscalern  \n76. Erträge globaler Anleihen  \n Andere Anlageklassen   \n77. Öl  \n78. Volatilität und alternative Anlagen  \n79. Goldpreise und Nachfrage  \n80. Portfoliokonstruktion und Kostenschocks  \n81. Ertragserwartungen nach Anlageklasse  \n ESG   \n82. Klimarisiko  \n83. KI und Nachhaltigkeit  \n84. Energieverbrauch von Rechenzentren und CO₂-Preise  \n85. Globaler Energiemix  \n86. Verkauf von Elektrofahrzeugen und Mineralienbedarf  \n87. Grüne, soziale und nachhaltige Anleihen  \n Grundsätze des Anlegens   \n88. Lebenserwartung  \n89. Der Zinseszinseffekt  \n90. Anlagen in Barmittel  \n91. Langfristige Anlageerträge  \n92. Erträge pro Kalenderjahr und Verluste im Jahresverlauf  \n93. Ertrag-Risiko-Wec","cbCaikV2JBmKy1hn","https://ap.wps.com/l/cbCaikV2JBmKy1hn","pdf",3352825,98,"English","# Weltwirtschaft\n## Globales Wachstum\n## Globaler zusammengesetzter Einkaufsmanagerindex (PMI)\n## Globale Inflation\n## Globale Inflationsdruck\n## Globale Leitzinsen\n## Weltweite Finanzierungsbedingungen\n## Globale Fiskalpolitik und Anleihenemission\n## Globale finanzpolitische Herausforderungen\n## Globale Bilanz der Privathaushalte\n## US-Dollar und Auswirkungen auf die Erträge\n## Globale Kapitalflüsse\n## BIP und Einkaufsmanagerindizes der USA\n## Inflation in der USA\n## Geldpolitik der US Federal Reserve\n# Regionale Aktien und Anleihen\n## Regionale Aktienbewertungen\n## Globale Aktienerträge\n## Renditen von Anleihen\n## Spreads globaler Anleihen\n## Globale Hochzins-Fundamentaldaten\n## Anleihen der Schwellenländer\n# Andere Anlageklassen und ESG\n## Öl\n## Volatilität und alternative Anlagen\n## Goldpreise und Nachfrage\n## Klimarisiko\n## KI und Nachhaltigkeit\n## Grüne, soziale und nachhaltige Anleihen\n# Grundsätze des Anlegens\n## Lebenserwartung\n## Der Zinseszinseffekt\n## Langfristige Anlageerträge\n## Ertrag-Risiko-Wechselwirkung nach Anlageklasse","[{\"question\":\"What regional and economic topics does the document include?\",\"answer\":\"It covers the world economy including global growth, PMI measures, inflation, policy rates, financing conditions, fiscal policy, capital flows, and regional focuses for the USA, Eurozone, GB, and Japan.\"},{\"question\":\"How are equity markets addressed?\",\"answer\":\"The document discusses regional equity valuations, winners and expectations, earnings revisions and margins, sector weights, global equity returns, and features such as bull and bear markets and small caps.\"},{\"question\":\"Which asset classes beyond equities and bonds are covered?\",\"answer\":\"It includes other asset classes such as oil, volatility and alternative investments, and gold prices and demand, alongside portfolio construction and cost shocks.\"}]","mi-guide-to-the-markets-de - EMEA GTM Inhaltsverzeichnis | PDF",1791812723,34]