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.
LATEST CONTRIBUTIONS
Brexit: The Final Countdown
Another Brexit defeat for Theresa May: How are things developing now? On February 27th the question arises: “May-Deal” or “No Deal”?
Constructive central banks
Risky asset classes such as equities have recorded price increases at the beginning of the year. The core question for the investor is: Is this recovery after the sharp decline in Q4 sustainable or not?
Latin America overview: Venezuela a classic debt rescheduling candidate
Oil production, state crisis, costly restructuring: Venezuela is in crisis. What’s next? Our analysts Christian Gaier & Felix Dornaus provide the answers.
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?
Romania – Nowhere to hide
The Presidency of the Council of the European Union caught Romania in a difficult position, both from a political and macroeconomic perspective. Now the question arises – Quo vadis Romania?
World Economic Forum Davos 2019: about economic downturn and trade war
In view of a trade war, the Brexit and the threat of an economic downturn, the World Economic Forum meeting this year was dominated by calls for increased international cooperation. Read here what Lagarde and Merkel had to say.
Ethical, environmentally conducive, lucrative: what is sustainable investment?
I have my ethics and morals: more and more people want to invest their capital ecologically and ethically. What is sustainable investment and how does it work?
Emerging markets corporate bond – outlook 2019
What were the biggest challenges last year, and what are the opportunities in 2019? Emerging markets fund manager Péter Varga answers the most important questions.
Yield opportunities on the bond markets: January 2019
For all of 2018, all asset classes except for euro government bonds suffered substantial losses. The risk of further rate hikes seems unlikely at the moment.
Read more in our new blog.