Apr 17, 2024 | Review & outlook
Review & outlook April 24 Dear Investor Geopolitical conditions around the globe have continued to deteriorate since our report in January. The situation in the Gaza conflict seems more hopeless than ever, as the US has not yet been prepared to make further...
Jan 10, 2024 | Review & outlook, Review & outlook
Review & outlook January 24 Dear Investor The geopolitical situation around the globe has continued to deteriorate dramatically in recent weeks. Europe is showing ever stronger signs of fatigue when it comes to supporting Ukraine. On the other hand, Russia appears...
Oct 11, 2023 | Review & outlook
Review & outlook October 2023 Central banks around the globe continued to raise interest rates in the third quarter of this year. Especially in the US, news from the economic front still indicates an astonishingly subdued response to record-high interest rate...
Jul 12, 2023 | Review & outlook, Review & outlook
Review & Outlook July 2023 The US Federal Reserve has raised benchmark interest rates by 5% since spring 2022 and the market is now expecting US interest rates to rise by a further half a percent over the course of the year. Although inflation rates have been on a...
Apr 19, 2023 | Review & outlook, Review & outlook
Review & outlook April 2023 The financial markets have long been warning on the risks posed by the massive interest rate hikes by central banks. But for us too, last month’s collapse of Credit Suisse was a previously unimaginable scenario. The takeover by UBS...
Jan 9, 2023 | Review & outlook
Review & Outlook January 2023 An extremely eventful year is now at an end and will go down in the history books. At the beginning of the year, sentiment across the economy was still optimistic due to the waning pandemic, but the optimistic mood was then abruptly...
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