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.
LATEST CONTRIBUTIONS
DeepSeek: the Sputnik moment for AI?
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 👉
Investment View | January 2025
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.
Bella Economia: Italy’s path to pre-crisis levels and what the “Superbonus” has to do with it
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.
Rising inflation expectations and yields: a risk for market sentiment?
Two developments on the stock markets have stood out since the beginning of the year: rising inflation expectations and significant increases in government bond yields. Could market sentiment soon turn frosty in view of this?
Trump’s tariff plans: a game with no winners?
On 20 January, the world will once again look to Washington with anticipation as Donald Trump is sworn in as US President for the second time in front of the Capitol. In any case, his statements and plans are already the focus of attention on the financial markets.
Trump is planning high import tariffs for goods, for example from Mexico and China. The possible consequences range from the threat of a trade war to a comeback of inflation. In the end, will no one benefit from the planned tariff measures?
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
Trump’s tariff plans: a game with no winners?
On 20 January, the world will once again look to Washington with anticipation as Donald Trump is sworn in as US President for the second time in front of the Capitol. In any case, his statements and plans are already the focus of attention on the financial markets.
Trump is planning high import tariffs for goods, for example from Mexico and China. The possible consequences range from the threat of a trade war to a comeback of inflation. In the end, will no one benefit from the planned tariff measures?
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
Pharmaceutical Companies Increase Sales, Focus on Innovation and Acquisitions
The pharmaceutical industry was able to further increase its sales in the last quarter. The biggest players in the sector are relying on acquisitions and innovations – including the increased use of AI. However, things could get more uncomfortable for pharmaceutical companies in the US market: the future US Secretary of Health and Human Services, Rober F. Kennedy Jr., is considered a critic of the industry and has already spoken out in favor of capping drug prices.
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.