The automotive industry: conquering the rest of the world with China
Whilst European car manufacturers are battling for market share in China, the competition has long since shifted to other regions. Emerging markets are becoming the new battleground, and Chinese manufacturers are already leading the way there. “Emerging
AI – from the stock market bubble to the investment bubble
The AI boom is increasingly being seen as a credit-fuelled investment bubble with potentially greater systemic risks than the dot-com crash of 2000. Investors must therefore remain vigilant. “Free cash flow and balance sheet quality are coming into
Active or passive investment: it all comes down to the combination
Passive investments such as exchange-traded funds (ETFs) have become increasingly widespread, as they are simple and cost-effective. However, this does not mean that active portfolio managers have had their day. “Every market calls for different
Immigration – a Topic for Investors
Migration is a fiercely contested area of public policy. Yet one aspect is often underestimated: the German labour market is undergoing a profound demographic transformation. Without immigration, the potential labour force would already be shrinking.
Growth Does Not Always Have to Be Driven by AI
Spain is not only the World Champion, but also Europe’s growth star. Its economy is expected to expand twice as fast as the eurozone this year. The boom is not being driven by artificial intelligence, but by immigration, tourism and broad economic
An Island as a Concentration Risk
The intensifying rivalry between the United States and the People’s Republic of China is shaping global affairs, both politically and economically. For now, the conflict is still playing out primarily through trade policy. However, a military
India: The Weak Spot in the Growth Star
India is the world’s most populous country and has long since overtaken the People’s Republic of China in terms of economic growth. If the boom continues, will India become the “new China”? Investors should remain cautious, says Thorsten Fischer,
As true for the football World Cup as it is for financial markets: forecasts are a lesson in humility
In financial markets, accurate forecasts matter. Those who have correctly predicted an event in the past are therefore often regarded as geniuses. Wrongly so, says Thorsten Fischer, Managing Director and Head of Portfolio Management at Moventum AM. This
Markets Were Too Dovish: Fed Forces Investors to Rethink
The US Federal Reserve left key interest rates unchanged, as expected. What came as a surprise, however, was the message behind the decision: the Federal Reserve made it clear that a rate hike is by no means off the table. For many investors, this
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