News
Outlook for 2022: Everyone is looking at inflation rates
Luxembourg, 16 December 2021 – Things are looking good for the year ahead: The economic recovery is continuing. Businesses are profitable, monetary and fiscal policy continue to provide support. Even the pandemic should – fingers crossed! – subside.
Read more
The value of the past
The world is full of stock market rules for success and investment mantras. “Ten things to consider before you make investment decisions” or “The five worst investment mistakes”: those are some of the lists that offer newcomers orientation in the
Read more
The value of the past
The world is full of stock market rules for success and investment mantras. “Ten things to consider before you make investment decisions” or “The five worst investment mistakes”: those are some of the lists that offer newcomers orientation in the
Read more
Innovation clears supply chain logjam
Luxembourg, 22 November 2021 – The pandemic and the associated economic standstill have disrupted many supply chains. No quick fixes are in sight, especially since the energy shortage in China is racking up new pressure. “If you want to deliver even
Read more
No alternative to equities
Luxembourg, 16 November 2021 – Recent weeks have seen major stock markets climbing to new record highs, and the air seems slowly to be thinning. Indeed, equities are now quite expensive. Those looking for alternatives, however, are hard pressed to
Read more
No fear of stagflation
Luxembourg, 04 November 2021 – Dark clouds have gathered on the economic front: Economic growth is slowing significantly. All the while, prices are climbing rapidly. Warnings of “stagflation”, i.e. stagnation + inflation, are in the air. But there
Read more
Equity markets: overdue correction or long-term deterioration?
Luxembourg, 07 October 2021 – Equity markets declined heavily in recent days, indicating the beginning of a correction. “Following the highs of past months, this is actually quite healthy and opens up new performance opportunities afterwards”, said
Read more
China and the Emerging Markets are becoming less attractive
Luxembourg, 27 September 2021 – The Emerging Markets are being dragged down by China where the government has created uncertainty with stricter regulation, while economic growth is cooling as well. “That’s why we are underweighting the Emerging
Read more
Asset management products: A silver bullet for advisors
Commentary by Sabine Said, Executive Vice President of Moventum S.C.A. What connects the topics of stock market boom, bond yields at rock bottom, negative interest rates, Afghanistan, climate change and technological advances? Each of these topics
Read more
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.
Stay up to date with the Moventum newsletter
Exclusively for subscribers:
- Current market data
- Invitations to events
- Other advisory topics