Cryptos are not a substance-based asset class
When the euphoria fades, prices tumble: Following significant losses in cryptocurrencies, the bottom may not yet have been reached. The risks of viewing Bitcoin and its counterparts as a store of value are currently being highlighted in a drastic way.
At least consider taking some profits
So far, the stock market has been putting investors in a good mood this year. However, the global situation offers little reason for excessive optimism.
Webinar Announcement 05.02.2024
International Pensions & Investment Platforms – A Perfect Couple
Hopeful infrastructure funds – the boom is underway
European Long-Term Investment Funds (ELTIFs) were launched with high expectations. However, regulatory uncertainties initially hindered the development of the market for these private market funds. Now, with open questions resolved, the boom is underway.
Trump is here: these are the scenarios
On 20 January, the new US President Donald Trump took office, and the world is left speculating: What will happen next? In the most likely scenario, Trump will implement large parts of his plans.
Stocks face a challenging year
Stock markets on both sides of the Atlantic have reached new record highs. However, the economic divide between the United States and Europe continues to widen.
The world before the Trump year
Global financial markets are currently being pulled between two opposing forces: on one hand, the hope for falling interest rates, which has a positive effect; on the other, geopolitical tensions that could be exacerbated by Donald Trump’s presidency.
Trump trade": US equities rise significantly
The clear election result in the USA led to a continuation of the “Trump trade”. US equities, led by second-line stocks, rose significantly, while European stocks suffered losses. The US dollar strengthened and yielded on government bonds
AI and financial advisors: a mismatched pair that can’t do without each other
Financial advisors should see artificial intelligence as a partner. “Those who use digital tools confidently can even emerge stronger from the AI revolution,” says Michael Patzelt, Head of Sales DACH at
Moventum Compact
This market commentary will keep you informed about current market conditions and their impact on the managed portfolios.
Downloads
Here you will find our fact sheets and brochures.
Also available here: interest rate guideline.
