The latest US tariffs have caused considerable turbulence on the financial markets worldwide. What is the background to the tariffs and how can investors react in the current environment?
LATEST CONTRIBUTIONS
Stock markets relieved by tariff pause: what happens next?
The US government’s extensive tariff plans have been causing volatility on the stock markets since last week. Yesterday’s announcement of a 90-day pause for the new tariffs was met with relief by the markets – even though a further escalation between the US and China is on the horizon. We take a look at the current situation on the financial markets and analyse the possible consequences of an escalation in the trade conflict.
Central banks are becoming more cautious: these are the implications for the bond market
The investment package in Germany and the associated ‘abandonment of the debt brake’ has caused a lot of movement in the eurozone bond market. Meanwhile, central banks have to manage the balancing act between slowing economic growth and rising inflation. Dániel Bebesy, Fixed Income Portfolio Manager at Erste Asset Management Hungary, talks in an interview about the recent central bank meetings and their impact on the bond market.
Turkish financial markets temporarily under pressure following political turbulence
The Turkish stock market has been turbulent recently: the arrest of Istanbul mayor Ekrem Imamoglu caused massive uncertainty. What does the political unrest mean for the Turkish economy and the Istanbul stock exchange?
Five years since Covid hit: a historic crash, and the lessons learned
This week marks the fifth anniversary of the low point of the coronavirus crash. In February and March 2020, global financial markets experienced one of the fastest downturns in history. The coronavirus crisis brought the economy to a virtual standstill and caused a massive decline in stock prices, unsettling many investors.
Our new blog post looks back at the events that led to this crash and analyses what lessons investors can learn from the Covid crash. Because as quickly as prices fell, they were also largely able to recover the losses.
China Prepares Itself for Trade War and Makes Plans to Get Economy Back on Track
China’s government wants to get the country’s stagnating economy back on track and is preparing for a trade dispute with the US. Under the motto “Made in China 2025,” the goal is to achieve growth of 5 percent. The focus is on key industries: Did you know that China has become the global market leader in renewable energies and produces by far the most electric cars worldwide?
Read more about this and investment opportunities with funds in our blog.
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
Stock markets relieved by tariff pause: what happens next?
The US government’s extensive tariff plans have been causing volatility on the stock markets since last week. Yesterday’s announcement of a 90-day pause for the new tariffs was met with relief by the markets – even though a further escalation between the US and China is on the horizon. We take a look at the current situation on the financial markets and analyse the possible consequences of an escalation in the trade conflict.
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
Luxury goods sector could resume expansion
For years, the growing demand for luxury lifestyle products kept the tills of the luxury goods industry ringing. In 2024, that has changed: after years of booming sales, the industry experienced a decline for the first time since the coronavirus outbreak of 2020.
This year, the market could return to growth. Hopes are pinned on a comeback of the important sales market China and a growing appetite for luxury goods among Americans. How are the listed industry heavyweights LVMH & Co. faring in this environment and why are European stocks particularly worth a look in the world of glamor and luxury?
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.