Europe's moment has arrived
The dynamics of the global economy are shifting. While the US economy remains resilient, the United States is increasingly falling behind. Europe is using the geopolitical and economic vacuum to reposition itself with newfound confidence.
The world in permanent crisis mode – a new reality for investors
The old-world order is breaking down. Led by the United States, which no longer seeks to act as a de-escalating global policeman or neutral referee but is instead setting new standards in escalation, crises are escalating more quickly into conflicts, and
The Magnificent Seven Could Become Their Own Worst Enemies
For a long time, the “Magnificent Seven” dominated Wall Street. However, uncertainty triggered by US tariff policies has caused their share prices to drop sharply. “Thanks to their technological edge, the Mag 7 are likely to continue sparking investor
Defence stocks on the rise – profitable investment or moral minefield?
Shares in defence companies are currently reaching record highs. The war in Ukraine, rising defence budgets, and growing geopolitical unease have propelled the sector from a niche position into the spotlight. Yet investors face a moral dilemma.
Trump destroys timing – for good
“Sell in May”, the year-end rally, “triple witching day”: time-based investment strategies still enjoy a certain popularity on the stock markets. Yet science and empirical data have long shown that timing strategies perform significantly below average.
New Managing Director and Head of Portfolio Management
We are delighted to announce that Thorsten Fischer will join Moventum Asset Management S.A. as Managing Director and Head of Portfolio Management, effective 1 May 2025. He succeeds Carsten Gerlinger, who is retiring after a successful tenure.
Opportunities in High-Yield Bonds
Donald Trump is not only shaking up politics and equity markets, but also impacting the fixed-income segment: his unpredictable trade policy poses risks to economic growth in many countries and is likely to fuel inflation in the US.
Stock markets between fiscal packages and Trumpcession
Transatlantic Shift in Favourites: For a long time, nothing could halt the rise of US stock prices, but now Wall Street is feeling the weight of the US President’s erratic trade policies. In contrast, European markets, which had long lagged behind, are
With rising risks, stock prices climb
“Political stock markets have short legs,” goes an old stock market adage, implying that politics has at best a temporary influence on share prices. Today, however, this wisdom seems outdated. Markets react like seismographs to decisions, particularly
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