Market outlook April
Stock markets remain stable
The probability of a hard landing for the US economy remains low - if there is no recession in the forthcoming interest rate correction phase, the stock markets should continue to rise.
Monthly Review March
Interest rate expectations shift to mid-year
In March, the equity markets largely continued their bullish trend from the previous months. However, market expectations of interest rate cuts by the central banks in the USA and the eurozone shifted to the middle of the year.
Market outlook March
Stock rally hinges on a few shares
The markets also lacked market breadth in February, and this should continue for the time being: The stocks that are very highly weighted in the indices will probably continue to perform better and the high concentration will therefore remain in the markets.
Monthly-Review-February-2024
Good US economic data and AI provide momentum
The stock markets maintained their momentum from the previous month in February and performed very favourably. The continuing enthusiasm for the topic of artificial intelligence drove the markets, as did good economic data from the USA. The markets in Asia also rose sharply. One factor behind this could be the hope that Chinese growth will pick up again.
Fashion company
Textile business in upheaval
The surprising change in management at Sweden's largest textile supplier and the restructuring measures initiated there are a wake-up call. After all, they show that the textile trade is still in a state of upheaval. While the coronavirus pandemic temporarily strengthened online-only providers in particular, aggressive pricing concepts are now gaining in importance in the wake of excessive inflation.
DJE - Zins Global
The fund invests globally in government and corporate bonds. The focus is on investment grade debt with active management of duration and currency movements. The asset allocation is flexible and is adjusted by the fund manager for optimal positioning in any market situation. Take advantage of the current interest rate environment.
ESG screening
We take certain ESG criteria into account for all our investment decisions.