Research und Analysen

Wir setzen auf einen disziplinierten Anlageprozess auf Basis unserer makroökonomischen Einschätzungen und einer fundamentalen Titelanalyse. Die so gewonnenen Erkenntnisse schlagen sich direkt in Ihren Anlageergebnissen nieder.

A deep dive into Saudi Aramco
A deep dive into Saudi Aramco

Boosted by soaring crude oil prices, Saudi Aramco recently overtook Apple as the world's largest market capitalisation.

The week in seven charts
The week in seven charts

S&P 500 is suffering its 7th consecutive week of losses S&P 500 slips briefly into a bear market, stocks and bond yields finally diverge, [...]

Click here to read our #globalmarkets weekly wrap-up

What will stop the equity bear market?
What will stop the equity bear market?

Global stocks market indices are on the cusp of entering bear market territory, being down around 20% from their late 2021 all-time-highs. What wou [...]

The week in seven charts
The week in seven charts

S&P 500 down for the 6th consecutive week Nowhere to hide as inflation soars. Tech stocks and crypto take a beating, while value stocks outper [...]

Click here to read our #globalmarkets weekly wrap up

A soft landing with scary turbulence

Global equity markets are nearing bear market territory, being down nearly 20% from their recent peak. The acceleration of the market pullback seem [...]

Our currency, your problem

So said a former U.S. Treasury Secretary in 1971 to other finance ministers struggling with the soaring dollar. 50 years later, the strength of the [...]

The week in seven charts

Rate hikes abound across the world, following in the Fed’s footsteps. Volatility is peaking, tech stocks aren’t out of the woods and the US adminis [...]