Time Instead of Timing: Navigating the AI Storm
The AI rally on the stock markets is losing momentum: many investors fear a bubble. At the same time, tech companies continue to report impressive profits. Is this the end of the upswing – or merely a pause?
Planned US Sovereign Wealth Fund – The Starting Signal for a New Era of Geopolitical Investment
With a new sovereign wealth fund, US President Trump is redefining the relationship between the state, the market and capital: tariff revenues are being channelled into strategic investments to secure growth and geopolitical influence.
Energy Security is the new ESG
The ongoing UN Climate Conference in Brazil has once again brought the issue of energy supply into the spotlight. While Washington is setting new standards in industrial policy through multi-billion-dollar investments in nuclear energy, Germany,
The Beginning of a New Investment Cycle
Global uncertainty is growing – and it has a source: the United States. Under President Donald Trump, the economy and its reindustrialisation have become a matter of national security, prompting tariffs, investment and export restrictions in the name of
The Chip Battle with China Is Changing the Cycles
The geopolitical battle over semiconductors is no longer a niche industry issue – it is reshaping Europe’s economic cycles. The case of Nexperia shows how small sparks can ignite major economic
First Cracks in AI – Slip-Up or Warning Sign?
The ongoing stock market boom is being fuelled by a single powerful source: the euphoria surrounding Artificial Intelligence. Yet the first cracks are beginning to appear. Recent corrections in Oracle’s share price have raised doubts about the
MOVEtogether – Best of FT surpasses the 100-million mark
A wonderful gift for its third anniversary: the Moventum fund range “MOVEtogether – Best of FT” has surpassed the €100 million mark. “
Yield Curve with an Attractive Belly
Monetary policy is diverging on either side of the Atlantic: while the US Federal Reserve is seeking to support growth through interest rate cuts, the eurozone is showing stability.
USA: Socialism Light?
The United States has long been regarded as the bastion of free enterprise. Yet the US government is now taking unusual steps: not only is it supporting companies with billions in state funding, it is also buying direct stakes in publicly listed firms.
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
