A US stock exchange peaked in the reporting season last week. In any case the first quarter was already doing exceptionally well. Whether and how long this pace can be maintained is questionable. Will the current phase on the US stock exchanges soon be nearing its end?
ARTICLES IN THE TOPIC “Equities”
European banks: equity issues and lessons from the financial crisis
What has the financial crisis shown us and what lessons have policy makers learned about “too big to fail”? The Deutsche Bank Commerzbank merger offers a lot of conversation points.
Turkey after the local elections
The local elections in Turkey had been built up by President Erdogan to be a test of his policies. What do the results mean for Turkey’s economy?
Decent, not thrilling – the reporting season in the US and Europe
What are the trends that have become apparent in the current reporting season in the US and Europe? Find out more in our new blog.
Big Trouble in Little China?
Trade war, a possible cooling of the world economy and growing uncertainties at the home market: is the Chinese dragon spinning?
New year gains for stock markets as hopes for end of trade dispute increase
As hopes for an end to the trade war between the US and China increase, the stock markets reflected the sentiment with gains at the outset of the new year. Find out more in the new blog entry.
Low Return on Assets – where can savers still find decent interest rates?
Many savers are fed up with investing their saved-up capital at low interest rates. The question everyone is asking themselves now is how to earn a good yield on one’s hard-earned capital in times of low interest rates like nowadays?
European banking overshadowed by Italian banks
The year started strongly for European markets with investors favoring Italian banks and stocks. But then came the budget proposal of the new Italian government, changing the mood abruptly. Read about it in our new blog!
Changes in the MSCI Emerging Markets Index
In 1988, MSCI Emerging Markets Index was launched and consisted of just 10 countries representing less than 1% of world market capitalization. Today the index consists of 24 countries representing 10% of world market capitalization. Read here about the changes expected until June 2020 to one of the most important global emerging markets equities index.
The technology cycle is not over for a while
How does Bernhard Ruttenstorfer, senior fund manager of our technology fund, see the future of technology shares? Find out here.