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. “One shouldn’t succumb to crash fears. But it may be time to at least realise some of the recent
Read more
Dear Ladies and Gentlemen, We are delighted to start 2025 by inviting you to an exclusive webinar hosted in collaboration with ITC International Pensions Limited. Titled “International Pensions & Investment Platforms – A Perfect Couple,” this
Read more
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
Read more
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,” explains Carsten Gerlinger, Managing Director and
Read more
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 US is showing dynamism, while Europe is left hoping for further interest rate
Read more
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
Read more
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 rose.
Read more
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. Artificial intelligence (AI) has
Read more
The past two weeks have been unspectacular on the economic front. Instead, the US presidential election is increasingly casting its shadow. The markets are trying to identify the sectors and issues that would benefit if one or the other were to win,
Read more
This market commentary will keep you informed about current market conditions and their impact on the managed portfolios.
Here you will find our fact sheets and brochures.
Also available here: interest rate guideline.
Exclusively for subscribers: