Overnight money: still no alternative
Interest rates are rising, and banks are advertising their call money accounts again. In view of an inflation rate of more than six percent, these are still destroyers of purchasing power.
Swen Köster new Head of Sales, Asset Management Solutions
The fund and financial platform Moventum S.C.A. appoints Swen Köster as the new Head of Sales, Asset Management Solutions with effect from 1 July 2023.
New CEO at Moventum
Moventum is pleased to announce that the financial supervisory authority, CSSF in Luxembourg, has just confirmed the appointment of Louis Wright as the new CEO of the Luxembourg-based financial services company.
As expected, the Fed takes a break from raising interest rates
The last two weeks were dominated by interest rate decisions in the major economic blocs. Although the eurozone economy is in recession, the European Central Bank raised interest rates by a further 25 basis
Two-tier bond strategy
The historically rapid rise in interest rates in recent months had shaken up the bond markets. In the meantime, more calm has returned, combined, however, with uncertainty about the central banks’ further
New bull market in the U.S. - eurozone in technical recession
While a new bull market has started in the U.S., the eurozone is now officially in technical recession (two consecutive quarters of negative GDP). The latest data shows the continuing picture of a weakening economy with disinflationary tendencies. Equity
Recession risk hits stock market
Global economic growth is showing signs of weakness, with more and more indicators turning negative. “The entry into a classic recession seems predetermined”, says Carsten Gerlinger, Managing Director and Head of Asset Management at Moventum AM.
Financial Markets and Real Economy in Tension!
Germany is now in a winter recession, but the Dax has nevertheless reached a new all-time high. At the same time, U.S. tech stocks dominate the headlines thanks to the hype surrounding artificial intelligence. The market capitalization of US chip
The first glance at the performance of international stock markets is deceptive !
A look at the performance of the international stock markets in the first two weeks of May might give the impression that there was hardly any market-relevant information. In fact, however, the data calendar was packed: Both the U.S. and the eurozone saw
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
