Upswing from rising equity markets and falling bond yields
After the Chairman of the US Federal Reserve clearly signaled to the markets that interest rate cuts were to be expected soon, the stock and bond markets were unstoppable and rose significantly.
The Age of strong brands
After recent stock market records, the question arises: What will happen in the coming months? Well-positioned companies with solid figures and a defensive business model are attractive.
Moventum enables direct digital connection
Moventum is strengthening its platform business and enabling digital access for third-party providers. “This enables fully digital on-boarding for many more providers, simplifying processes and reducing costs”, says Michael Patzelt, Head of Sales DACH
Friendly environment for stocks and bonds
November ended on a very positive note for the equity and bond markets. The "soft landing" scenario with a slightly weakening economy continues to be the prevailing narrative.
Further signs of a soft landing for the US economy
The equity and bond markets have continued their positive performance over the past two weeks. Market participants are assuming that the signs of a soft landing scenario for the US economy have intensified.
Are there any safe havens?
Due to many crises in the world, investors often tend to seek safe havens. Hence, Gold, the US-Dollar but also long-dated government bonds with high credit ratings are in demand.
Good mood on the capital markets
The presumed end of the cycle of interest rate hikes in the US put the capital markets in a good mood and marked the start of the year-end rally.
Mixed feelings on the markets and the chance for a recovery rally
The markets are currently sending signals that are more divergent than ever. Risk assets like cryptos are either rising sharply or falling like equities. On the other hand, gold is functioning as a safe haven, while long-dated bonds are falling.
Middle East conflict again fuels inflation concerns
While developments in the Middle East dominated the news and fears of a political firestorm across the region grew, little market-relevant news came from the economic front.
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