Opportunities in High-Yield Bonds
Donald Trump is not only shaking up politics and equity markets, but also impacting the fixed-income segment: his unpredictable trade policy poses risks to economic growth in many countries and is likely to fuel inflation in the US.
Stock markets between fiscal packages and Trumpcession
Transatlantic Shift in Favourites: For a long time, nothing could halt the rise of US stock prices, but now Wall Street is feeling the weight of the US President’s erratic trade policies. In contrast, European markets, which had long lagged behind, are
With rising risks, stock prices climb
“Political stock markets have short legs,” goes an old stock market adage, implying that politics has at best a temporary influence on share prices. Today, however, this wisdom seems outdated. Markets react like seismographs to decisions, particularly
Cryptos are not a substance-based asset class
When the euphoria fades, prices tumble: Following significant losses in cryptocurrencies, the bottom may not yet have been reached. The risks of viewing Bitcoin and its counterparts as a store of value are currently being highlighted in a drastic way.
At least consider taking some profits
So far, the stock market has been putting investors in a good mood this year. However, the global situation offers little reason for excessive optimism.
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International Pensions & Investment Platforms – A Perfect Couple
Hopeful infrastructure funds – the boom is underway
European Long-Term Investment Funds (ELTIFs) were launched with high expectations. However, regulatory uncertainties initially hindered the development of the market for these private market funds. Now, with open questions resolved, the boom is underway.
Trump is here: these are the scenarios
On 20 January, the new US President Donald Trump took office, and the world is left speculating: What will happen next? In the most likely scenario, Trump will implement large parts of his plans.
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.
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