Stocks face a challenging year
Stock markets on both sides of the Atlantic have reached new record highs. However, the economic divide between the United States and Europe continues to widen.
The world before the Trump year
Global financial markets are currently being pulled between two opposing forces: on one hand, the hope for falling interest rates, which has a positive effect; on the other, geopolitical tensions that could be exacerbated by Donald Trump’s presidency.
Trump trade": US equities rise significantly
The clear election result in the USA led to a continuation of the “Trump trade”. US equities, led by second-line stocks, rose significantly, while European stocks suffered losses. The US dollar strengthened and yielded on government bonds
AI and financial advisors: a mismatched pair that can’t do without each other
Financial advisors should see artificial intelligence as a partner. “Those who use digital tools confidently can even emerge stronger from the AI revolution,” says Michael Patzelt, Head of Sales DACH at
Unspectacular on the economic side
The past two weeks have been unspectacular on the economic front. Instead, the US presidential election is increasingly casting its shadow. The markets are trying to identify the issues that would benefit if one or the other were to
Where the real stock market drama unfolds
For the stock markets, the close race between Kamala Harris and Donald Trump is a non-event. Normally, the rule is: uncertainty is the enemy of markets. Yet, the S&P 500 has recently climbed from one all-time high to the next, unaffected.
ELTIFs: strong growth and investor-friendly regulation
The number of authorized ELTIFs is set to surge again in the fourth quarter of 2024. “We expect the number to increase by one-third and the assets under management to rise by almost 50 percent by the end of the year,” says Michael Patzelt, Head of Sales
All clear on the inflation front in the Eurozone
Improved macro data in the US created a friendly market environment. The US labor market data for September was unexpectedly good after two disappointing months.
Chinese central bank: Measures announced to strengthen the economy
With a bang, the U.S. Federal Reserve launched the long-awaited interest rate cut cycle, lowering the rate by 50 basis points. Overall, the reaction on the stock markets was positive. The bond markets reacted more cautiously, as a lot of the rate cut
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