The AI sector is experiencing a historic investment boom: over 1.5 trillion US dollars are flowing into new infrastructure, chips and software…

The stock markets were friendly in October, with the notable exceptions of the DAX and Hang Seng Index (Hong Kong), which performed negatively. In the…

We remain constructive on the markets in the medium term. However, increased volatility is conceivable with a view to October.

The international stock markets largely performed well in September, with stock markets in Asia and North America making better progress than those in…

While Japan and Europe have recently rallied, the markets could come under pressure in September. In September's market outlook, we look at…

Will the US Federal Reserve (Fed) lower key interest rates in September, yes or no? Over the course of the month, investors became more confident that…

US stock markets are surging thanks to the AI boom and economic stimulus, while Europe is struggling. What opportunities are now available in…

After the heated back and forth surrounding the issue of tariffs, the markets welcomed the trade agreements between the US and Japan as well as the…

In June, the escalation in the Middle East conflict, triggered by Israel's airstrikes on Iranian nuclear facilities, took center stage. Following the…

In July 2025, the weakness of the US dollar will provide new impetus on the markets - especially for emerging markets and US companies. At the same…