The Chicken Era
US trade policy is shaking the foundations of the global economic order. After a brief period of easing due to market pressure, the United States is once again using tariff threats as a deliberate tool to extort concessions – and the rest of the world is
Passive Investments: Drifting with the Tide is Dangerous
Passive investment strategies are widely seen as cost-effective and neutral – but this perception is misleading. Major index providers act as invisible fund managers, and their growing market dominance distorts capital allocation and creates systemic
Moventum App Now Available in App Stores
Advisers and private investors can now access their Moventum portfolios on the go via the new app. The application provides an overview of portfolio performance, includes a secure message inbox, and sends push notifications for important
Deceptive calm
Trade wars, Middle East conflicts, US–China rivalry, rearmament, mounting debt. And how do the stock markets react? They continue to reach new record highs – with remarkable composure. Market volatility is as low as it has been in a long time. “Quiet
Moventum expands Executive Board
Moventum S.C.A. is expanding its Executive Board: In addition to CEO Louis Wright and COO Andrew Walker, Stefan Steil has joined as CIO and Mombaya Karine Kimbulu as Head of Legal & Compliance.
Bond yields – the tariff shock has subsided
Inflation in the US and Europe is developing favourably and further interest rate cuts by the central banks are on the cards. However, the outlook remains extremely uncertain. Above all, it is unclear what tariff policy the US government will pursue and
Stock market: Is this the time for the little ones?
The global stock markets are hanging on the US President‘s every word. The weakening or postponement of new tariffs has recently given the stock markets a tailwind. However, Donald Trump remains unpredictable and the situation is therefore unstable,
The Billion-Euro risk in Gold
Gold is considered a safe haven for investors. As a result, its price has continued to rise steadily in recent months. Yet the very characteristic that makes gold a precious metal – its scarcity – is now becoming a risk. “Delivery bottlenecks could lead
Important Notice: Beware of Fraudulent Website
It has come to our attention that a fraudulent website is using our company name to deceive users.
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.
