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Analysen 14.08.2017

Asian Stocks Climb Higher, led by China and India

Asian Market Review and Outlook - July 2017

Analysen 03.08.2017

In a mid-cap market that is poorly covered by analysts, lots of stocks remain attractive

Since the start of the year, the small- and mid-cap segment has had the wind in its sails as far as investors are concerned. As it is more exposed to domestic markets, the small- and mid-cap universe is presenting a number of opportunities in Europe.

Analysen 31.07.2017

Trump’s Half Year in Office and the Two Events that Matter for Asian Markets

Asian markets have posted a better than expected performance in 2017, as share price returns have been supported by stronger earnings growth in technology stocks while a recovery in commodity prices benefited cyclical and industrial companies.

Analysen 24.07.2017

Anlageperspektiven 3. Quartal 2017

Das erste Halbjahr war in vielerlei Hinsicht eine ungewöhnliche Zeit.
Analysen 18.07.2017

Old Europe is launching a new Europe

The calm after the storm.

Analysen 10.07.2017

Second Half Outlook for Asian Markets

A better than expected pickup in global trade dynamics and elevated confidence levels lifted world markets higher over the first half of 2017.

Analysen 28.06.2017

Schutz vor Protektionismus

Protektionismus ist für Investoren ein Thema mit politischen, wirtschaftlichen, soziokulturellen, aber auch religiösen Facetten.

Analysen 16.06.2017

Asian stocks extend gains as expected correction fails to materialise

Asian Stocks Extend Gains as Geopolitical Concerns Do Not Lead to “Sell in May” Correction.


Analysen 16.06.2017

Asian stocks extend gains as expected correction fails to materialise

Asian Stocks Extend Gains as Geopolitical Concerns Do Not Lead to “Sell in May” Correction.

Analysen 12.06.2017

UK elections - Political challenges continue

The disappointing outcome for UK Prime Minister Theresa May’s Conservative Party suggests a fragile political backdrop as the British government enters negotiations about its exit from the European Union.

Analysen 26.05.2017

The time is right for convertible bonds

The beginning of a trend

Analysen 24.05.2017

Aktiv im Small-Cap-Segment

Chancen durch selektives regionales Exposure

Analysen 17.05.2017

Liquid Alternatives to complement a Fixed Income Allocation

The end of 2016 represented a period of transition for global markets and it seems that we are currently in a new paradigm, particularly in the U.S.
Analysen 15.05.2017

Asian stocks extend gains as populist rhetoric grows less fashionable

Global equities hit a historic high in April on the back of strong US technology earnings, resilient Chinese economic data and evidence of a cyclical recovery in the Euro area.
Analysen 10.05.2017

Country risk allocation: a vital component in investment strategies

Country risk allocation in emerging markets investment strategies is a vital component, yet still largely underrepresented.

Analysen 01.05.2017

Bond markets: time to get out of the euro aggregate market

The economic scenario has rarely been so favourable to the credit market: the global economy is in a cyclical upturn, recessionary risks are more remote, and inflation remains contained, although still rising.