News
Middle East conflict again fuels inflation concerns
While developments in the Middle East dominated the news and fears of a political firestorm across the region grew, little market-relevant news came from the economic front. With the first corporate results of the new Q3 reporting season so far in
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ELTIFs: Volume rises to more than 16 billion euros
European Long-Term Investment Funds, or ELTIFs for short, are among the most important innovations in the financial industry. Private markets have long been closed off by high financial and regulatory hurdles. “With the adjustments in favour of
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Strong US labour market data prove recession prophets wrong
Once again, strong labor market data from the US proved the prophets of recession wrong. Together with the upward revision of July and August data, the US labor market continues to show great stability. Without fears of job losses, spending among US
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Falling leaves, rising prices
Since its peak at the end of July, the German Stock Index (DAX) has had to shed quite a bit. Investors are now faced with the question of whether they should increase their holdings against the trend to benefit from a price recovery. After all,
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Interest rate decision by the "hawk" characterised as "dovish rate hike".
While the pause in the rate hike cycle announced by the central bank in the U.S. last week had been expected, the ECB's decision was on a knife edge. In the end, the "hawks" were able to push through a rate hike of 25 basis points to 4.5 percent in
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Many Risks and a silent Winner
Declining economic growth and rising financing costs worldwide are putting pressure on corporate profits and stock prices. However, there are bright spots: “Tech stocks in the USA could benefit from a shift in interest rates. Japan is currently in a
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Economic Downturns and Interest Rate Peaks
The global economy is struggling to regain its footing. However, there are diverse developments behind this. Europe is facing an economic downturn, while the US is still holding up well. China is heavily burdened by structural problems. “Against
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Stock surge defies economic clouds on the horizon
In line with the motto "Bad news is good news," global stock markets developed positively over the past two weeks. In particular, a weaker than expected US labor market report with a significant jump in the unemployment rate to 3.8 percent showed
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ELTIFs are underestimated – yet
European Long-Term Investment Funds, ELTIFs, have been around since 2015. But they have not achieved widespread significance. “Until now”, says Michael Patzelt, Head of Sales for the DACH region at Moventum. “Since the EU announced changes in the
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