Market view and Insights The essential information on business, investments and finer things in life

Market view

Our experts are constantly monitoring and analyzing industries, markets and companies for you. Their in-depth analysis and market assessments provide a solid basis for well-considered investment decisions. Read our regular market publications and always keep your finger on the pulse.

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With tech stocks driving the stock market rally in the US in early 2024, all eyes are on market reports from major technology companies this week. Yesterday's 12% gain in Tesla shares despite missing quarterly revenue underscored the positive market sentiment when Meta reported its first...

25 April 2024

Ahead of the expected interest rate cuts by central banks, investors are wondering where rates may ultimately stabilise and are looking at "neutral" policy rates. We believe current rates to be restrictive, but a return to the very low rates of the past decade and a half is unlikely. This...

Geopolitical tensions, robust US growth, rising oil prices and stubborn inflation are pushing equity and bond markets into negative territory for 2024. We are temporarily downgrading US equities to "Underweight" and reducing our preference for ILS investments to "Underweight".

Economic activity in the eurozone grew faster than expected in April. The recovery on the markets also continued, driven by good quarterly figures from some heavyweights, optimism about upcoming results from major technology stocks and the upward trend on Wall Street.

Insights

Our Insights articles are designed to entertain, inspire, surprise and inform you. External and internal authors write insightfully about business and finance, but also art and society. Take a look.

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Getting sufficient sleep has become a status symbol. But doesn’t the focus on rest impose additional stress on already weary professionals and executives?

24 April 2024

A man in a suit and tie speaks into a microphone and gestures with his hand.

Air is free , but clean air costs - a lot. We sat down with former central banker Mark Carney to get his take on financing the net-zero transition, and the vast benefits ahead if we can get it right.

Photomontage with the caption "Investor personalities" and a close-up of a man wearing glasses

Today's investment landscape would be very different without the Capital Asset Pricing Model and the Sharpe ratio, both developed by this Nobel Prize-winning economist.

Eine Person steht auf einem Berg und blickt bei Sonnenuntergang in die Ferne.

Even investors with long-term goals can focus too closely on the present and miss opportunities that only develop over time. While it's particularly hard to predict the future in times like these, we can identify investment themes like sustainability and technological innovation that will drive...

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Market view and Insights The essential information on business, investments and finer things in life

Market view

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Tech giants in the spotlight

Paradigm shift: getting used to higher neutral rates

May 2024 - in a nutshell

Purchasing managers' indices signal budding economic recovery in the euro area

Insights

Lifestyle

Sleep and performance: how did we become so rest-obsessed?

Financing net zero: opportunities or just higher outlays?

William F. Sharpe: The ivory tower meets the real world

Beyond the horizon: a five-year capital markets outlook

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