Moventum expands Executive Board
Moventum S.C.A. is expanding its Executive Board: In addition to CEO Louis Wright and COO Andrew Walker, Stefan Steil has joined as CIO and Mombaya Karine Kimbulu as Head of Legal & Compliance.
Bond yields – the tariff shock has subsided
Inflation in the US and Europe is developing favourably and further interest rate cuts by the central banks are on the cards. However, the outlook remains extremely uncertain. Above all, it is unclear what tariff policy the US government will pursue and
Stock market: Is this the time for the little ones?
The global stock markets are hanging on the US President‘s every word. The weakening or postponement of new tariffs has recently given the stock markets a tailwind. However, Donald Trump remains unpredictable and the situation is therefore unstable,
The Billion-Euro risk in Gold
Gold is considered a safe haven for investors. As a result, its price has continued to rise steadily in recent months. Yet the very characteristic that makes gold a precious metal – its scarcity – is now becoming a risk. “Delivery bottlenecks could lead
Important Notice: Beware of Fraudulent Website
It has come to our attention that a fraudulent website is using our company name to deceive users.
Europe's moment has arrived
The dynamics of the global economy are shifting. While the US economy remains resilient, the United States is increasingly falling behind. Europe is using the geopolitical and economic vacuum to reposition itself with newfound confidence.
The world in permanent crisis mode – a new reality for investors
The old-world order is breaking down. Led by the United States, which no longer seeks to act as a de-escalating global policeman or neutral referee but is instead setting new standards in escalation, crises are escalating more quickly into conflicts, and
The Magnificent Seven Could Become Their Own Worst Enemies
For a long time, the “Magnificent Seven” dominated Wall Street. However, uncertainty triggered by US tariff policies has caused their share prices to drop sharply. “Thanks to their technological edge, the Mag 7 are likely to continue sparking investor
Defence stocks on the rise – profitable investment or moral minefield?
Shares in defence companies are currently reaching record highs. The war in Ukraine, rising defence budgets, and growing geopolitical unease have propelled the sector from a niche position into the spotlight. Yet investors face a moral dilemma.
Moventum Compact
This market commentary will keep you informed about current market conditions and their impact on the managed portfolios.
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
