Innovation clears supply chain logjam
Luxembourg, 22 November 2021 – The pandemic and the associated economic standstill have disrupted many supply chains. No quick fixes are in sight, especially since the energy shortage in China is racking up new pressure. “If you want to deliver even in
No alternative to equities
Luxembourg, 16 November 2021 – Recent weeks have seen major stock markets climbing to new record highs, and the air seems slowly to be thinning. Indeed, equities are now quite expensive. Those looking for alternatives, however, are hard pressed to find
No fear of stagflation
Luxembourg, 04 November 2021 – Dark clouds have gathered on the economic front: Economic growth is slowing significantly. All the while, prices are climbing rapidly. Warnings of “stagflation”, i.e. stagnation + inflation, are in the air. But there is no
Equity markets: overdue correction or long-term deterioration?
Luxembourg, 07 October 2021 – Equity markets declined heavily in recent days, indicating the beginning of a correction. “Following the highs of past months, this is actually quite healthy and opens up new performance opportunities afterwards”, said
China and the Emerging Markets are becoming less attractive
Luxembourg, 27 September 2021 – The Emerging Markets are being dragged down by China where the government has created uncertainty with stricter regulation, while economic growth is cooling as well. “That’s why we are underweighting the Emerging Markets”,
Asset management products: A silver bullet for advisors
Commentary by Sabine Said, Executive Vice President of Moventum S.C.A.
Market mechanisms for gold suspended
Luxembourg, 09 September 2021 – The global economy is growing, even if momentum is somewhat slowing down. But now, it’s asset price inflation that is reaching the real economy with inflation rates rising rapidly. “It’s not gold that is benefitting as a
Einladung zur Asset Allocation Webkonferenz
Alles in Butter? Welche Veränderungen ergeben sich für die Asset-Allocation unserer Moventum-Portfolios zum IV. Quartal 2021?
Gold in ETF portfolios in demand
Luxembourg, 02. August 2021 – Concerns about inflation are driving investors into safe havens, and in particular gold. “We are currently seeing very encouraging inflows into our ETF portfolios”, said Carsten Gerlinger, Managing Director and Head of Asset
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