What’s happening on the markets? In our Investment View, the experts of our Investment Division regularly provide insights of current market events and their opinion on the various asset classes.
LATEST CONTRIBUTIONS
Pharmaceutical Companies Increase Sales, Focus on Innovation and Acquisitions
The pharmaceutical industry was able to further increase its sales in the last quarter. The biggest players in the sector are relying on acquisitions and innovations – including the increased use of AI. However, things could get more uncomfortable for pharmaceutical companies in the US market: the future US Secretary of Health and Human Services, Rober F. Kennedy Jr., is considered a critic of the industry and has already spoken out in favor of capping drug prices.
The ethical business case: What is the case for ESG?
Climate protection has long since arrived in the financial industry. Even though there has recently been political headwind for ESG in some countries, the topic remains important for investors. This is because taking sustainability factors into account makes sense for companies in a number of ways. You can find out more about this in the article.
Market outlook 2025: what opportunities and challenges we can expect for next year
2025 brings significant political changes: First and foremost, a new (and at the same time old) US president, whose plans and intentions are not yet entirely clear. In Europe, meanwhile, we are facing economic challenges, but also opportunities due to possible interest rate cuts by the ECB. What can we expect from the coming year and how can investors position themselves? Read more about this in today’s blog post.
Translated with DeepL.com (free version)
Sovereign defaults and their debt restructuring
A glance at history shows that it is not unheard of for a state to go bankrupt. How does an entire country actually go bankrupt, what are the consequences and how do you react to this in fund management? Fund manager Felix Dornaus explains this in his blog post.
Investment View | November 2024
What’s happening on the markets? In our Investment View, the experts of our Investment Division regularly provide insights of current market events and their opinion on the various asset classes.
Know-How
Decision to invest taken – what happens next?
As an investor, you will come across several parties or institutions in the fund selection and securities account opening process.
Markets
Market outlook 2025: what opportunities and challenges we can expect for next year
2025 brings significant political changes: First and foremost, a new (and at the same time old) US president, whose plans and intentions are not yet entirely clear. In Europe, meanwhile, we are facing economic challenges, but also opportunities due to possible interest rate cuts by the ECB. What can we expect from the coming year and how can investors position themselves? Read more about this in today’s blog post.
Translated with DeepL.com (free version)
Sustainability
The ethical business case: What is the case for ESG?
Climate protection has long since arrived in the financial industry. Even though there has recently been political headwind for ESG in some countries, the topic remains important for investors. This is because taking sustainability factors into account makes sense for companies in a number of ways. You can find out more about this in the article.
Equities
Pharmaceutical Companies Increase Sales, Focus on Innovation and Acquisitions
The pharmaceutical industry was able to further increase its sales in the last quarter. The biggest players in the sector are relying on acquisitions and innovations – including the increased use of AI. However, things could get more uncomfortable for pharmaceutical companies in the US market: the future US Secretary of Health and Human Services, Rober F. Kennedy Jr., is considered a critic of the industry and has already spoken out in favor of capping drug prices.
Bonds
Sovereign defaults and their debt restructuring
A glance at history shows that it is not unheard of for a state to go bankrupt. How does an entire country actually go bankrupt, what are the consequences and how do you react to this in fund management? Fund manager Felix Dornaus explains this in his blog post.
