Industries with opportunities: commodities, AI, and healthcare
Currently, markets are rising almost in unison, with little differentiation between industries, regions, and the quality of individual stocks. “However, in the long term, this differentiation will re-emerge,” says Carsten Gerlinger, Managing Director and
Stocks and the economy: the connection is lost
Despite the not-so-rosy global economic outlook, stock markets are steadily rising. “This is partly due to interest rate cuts by central banks, which many interpret as a stimulus”, says Carsten Gerlinger, Managing Director and Head of Asset Management at
Potential for a series of interest rate cuts
All eyes remain on the Fed, which is likely to start the cycle of interest rate cuts. The only thing that remains open is the amount of the first cut - 25 or 50 basis points - and what indications will be given for the future interest rate
Trump 2: Not the Stock Market's Preferred Candidate
Lower taxes, tariffs to protect domestic industry, stricter immigration control – one might think that Donald Trump's plans would be favorable for the capital markets. However, each of his measures would bring about undesirable side
Technology stocks: this was just the beginning
For a long time, nothing could stop the rise of US technology stocks: neither geopolitical tensions, higher inflation, nor the presidential election campaign. However, a market correction has now set
Disappointing purchasing managers' indices
Rotation from highly valued mega caps and AI stocks to small and mid caps and cheap value stocks is in full swing. The reasons cited are the interest rate reduction cycle in the USA, which will begin in September at the
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Scope for the US Federal Reserve to cut interest rates
Despite all political uncertainties, the stock and bond markets showed a positive trend. In particular, there is increasing hope in the USA for an imminent first interest rate cut by the US Federal Reserve
Persistent inflation: what bond investors should consider now
The decline in the inflation rate is rather sluggish both in the USA and in Europe. Accordingly, monetary easing is also proceeding slowly. The situation in the bond market remains ambiguous.
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