Our 2019 stock market review: for investors around the world, 2019 was by and large a continuation of the previous year: the trade dispute between the US and China and the back and forth over Brexit remained the dominant topics.
Article on tag "Trump"
Turkish economy caught between recovery and conflicts
The Turkish invasion in northern Syria and the conflict surrounding it with the USA put the lira under renewed pressure, raising concerns about the Turkish economy’s recovery.
USA still going strong
The US economy has developed very solidly since the financial crisis. The current expansion could soon become the longest in US history.
Currently the US remains strong but the key question is: Will it continue? Read on here!
Trade dispute escalation averted for now
US President Trump postponed the deadline for new tariffs on imports from China. The key question is: Will there be an early resolution of the trade dispute between the US and China?
US Congressional election results
The outcome of the US Congressional election on Tuesday has caused some relief in the international financial markets. Read more about it in our blog.
Possible breakthrough in gene technology driving biotechnology share prices
Biotech shares are regarded as highly promising due to the innovative strength of the sector, but they also tend to be subject to drastic price fluctuations both ways. After a long period of consolidation, biotech shares have embarked on a clear upward trend since May 2018. Harald Kober, Senior Fund Manager, explains the reasons for the investors’ optimism.
Financial Markets Monitor July: an independent view
In the beginning of July our Investment Committee held its monthly meeting. Despite a largely negative month on the markets, our risk stance has hardly changed relative to the previous month.
Financial Markets Monitor June: a lot going on
An Investment Committee again! A month can pass quickly, especially if there is a lot going on in the markets. In light of recent market events (Italy, Turkey, Argentina), I was surprised that our risk stance has not changed since our last Investment Committee meeting. Obviously, it takes a lot to get us out of […]
US debt ceiling keeping the financial markets on their toes
The Trump administration should be keeping the financial markets on their toes in the coming weeks. Yet again, the issue is the government debt which will soon reach its statutory maximum.
The global economy based on the Goldilocks principle
The global economy is growing moderately, inflation is low, and the monetary policy is loose. This environment supports many asset classes from bonds to equities. The political uncertainty has been absorbed rather well so far too. Will this situation last?