After the election in Germany, a two-party coalition could quickly be formed under the leadership of the CDU politician Merz. After five years of economic stagnation, the potential for a change of course is there. The trend-setting German stock index (DAX) is rising.
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?
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.
In the global world order, much seems to be in a state of upheaval. The changes brought about by the new US administration are a structural change that is also affecting the financial markets. In our view, this scenario is currently the most likely 👉
Following the premature end of the traffic light coalition, Germany will elect a new Bundestag in around a week’s time. The challenges for the future government are manifold. First and foremost, the weakening economy needs to be revitalised. We take a look at the real state of the EU’s former economic engine and what the parties have in store for the crisis.
The new AI model from Chinese start-up DeepSeek caused a stir on the stock market a fortnight ago. The seemingly much more efficient and therefore cheaper model caused the share prices of many a tech heavyweight to plummet. Although the initial market reactions were probably exaggerated, one question remains: what long-term impact will DeepSeek have on the big tech companies?
Last Sunday, the US government announced new tariffs on goods from Canada, Mexico and China, only to suspend them again shortly afterwards. How might the trade conflict develop? Is the EU also threatened with new tariffs?
With Donald Trump in the White House, the private space industry is hoping for a new lease of life. Right at his inaugural address, Trump announced a manned mission to Mars. Many experts see the SpaceX group, led by Trump confidant Elon Musk, as naturally being in pole position for new government contracts. But other companies, such as Blue Origin, owned by Amazon founder Jeff Bezos, also want to get involved. Experts also see potential for the European space industry.
A new AI model is making headlines and causing US tech giants to falter. Developed by a Chinese start-up, DeepSeek is now forcing us to fundamentally question some of the assumptions made during the AI boom. Find out what this could mean for the tech and chip industry in the article 👉
The Italian economy is stagnating – it has only recently returned to pre-crisis levels. Tight budgets, an uncertain political environment and an ageing population are hindering growth. High investments are expected to achieve the turnaround. On the bond market, investors are confident that this can be achieved.
