2016 was full of surprises on the stock exchanges. At the beginning of the year, economic concerns in China, the second-biggest economy in the world, triggered drastic losses on the stock exchanges. Over the year, cautious optimism gradually returned: the oil price recovered, and the stock exchanges in the emerging markets rebounded. Brexit and Donald […]
Turkey faced a lot of difficulties in 2016 – both on the economic and political side. On the economic front, the first half of the year was a recovery period where most of the macro data showed improvement, political turmoil had diminished and equity market was pretty much on hold while the market participants had […]
We have seen a number of trend reversals this year, one of them being the end of the negative growth surprises. The forecast of economic growth and inflation are currently not subject to downwards revisions any longer.
At Christmas, gifts have become tradition. For all those with children, toys are among the most popular Christmas presents. However, a look into history reveals that Christmas and presents have not always gone together. Meanwhile, the toy industry has long since become a huge business. Reason enough to scrutinize toy manufacturers in terms of sustainability. […]
Authors: Stephanie Clam Martinic (Senior Fund Manager Multi Asset Management) and Gabriela Tinti (Senior Fund Manager Equities Emerging Markets) In spite of the increase in prices, the interest in real estate is unwaning In view of the current level of real estate prices, direct real estate investments are hardly affordable anymore for private investors. The […]
ARCHE NOAH was founded 26 years ago. The careful, protective handling of seeds and the protection of the diversity of agricultural crop has been the focus of the charitable association ever since. More than 15,000 members, patrons, and partners who invest money and ideas in the mission of maintaining the diversity of agricultural crop support […]
On Sunday 4 December Italy will be holding a referendum on an amendment to the constitution. This is relevant particularly because in case of a rejection, the political uncertainty would increase.
This issue of the ESG Letter focuses on the topic Toys.