The record chase on the stock markets has continued unabated over the past two weeks. And once again, it was not only the Magnificent Seven from the USA that set the tone, but the stock markets in Germany, the UK and Switzerland also continued to
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The economic climate in Europe remains battered, whereas the US economy has coped well with the cycle of interest rate hikes. For investors, the United States remains the first choice, despite increasing risks. “The situation in the Eurozone is more
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The rally on the stock markets continued and is gaining in breadth. It is not only the US market that is chasing one record after another, but also Japan, for example. There, the Nikkei 225 index reached a new all-time high after 34 years. The stock
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The economy and stock market prices have been going their separate ways for some time now. While German economic growth is sluggish, shares are on a course for record highs. However, this mainly applies to large corporations. Second-tier stocks, on
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Surprisingly good quarterly figures from the US internet giants led to new record highs on the stock markets. In the USA, the S&P500 index closed above the psychologically important 5,000-point mark. And even in Germany, which was plagued by
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The next Republican presidential nominee is likely to be Donald Trump, and he may very well become the next U.S. President too. This could spell challenging times for Europe. Investors should accordingly position themselves: “U.S. companies are
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Unimpressed by the geopolitical trouble spots and the prospect of a new Trump presidency, the US S&P500 index climbed to a new all-time high - driven by the index-dominating tech heavyweights. The soft landing narrative ensured confidence and rising
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European Long-Term Investment Funds (ELTIFs) open up a whole investment world beyond the stock markets for private investors. Whether private equity, infrastructure investments or real estate projects – the barriers to the private markets are
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After a brilliant fourth quarter, the new year began somewhat more leisurely. However, the main focus remains on the familiar topics of inflation, monetary policy and recession, framed by geopolitics. In addition, there are a number of landmark
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