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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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US economy runs hotter than expected

The US economy grew at a much faster pace than expected in the second quarter of the year, data released on Thursday showed. European stock markets were down across the board and the rotation out of US tech stocks continued. Meanwhile, Asian equity markets were mostly bouncing back on Friday.

House View August 2024
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August 2024 - in a nutshell

With the overall picture remaining constructive, we maintain our "Overweight" in equities and "Underweight" in fixed income. Fundamentally, stronger electricity demand growth, low valuations and the prospect of an interest rate turnaround offer attractive entry points in the utilities sector...
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Tech stock sell-off intensifies

Equity markets were down across globe on Tuesday after results at two of the world’s largest tech stocks - Alphabet and Tesla - caused concerns that artificial intelligence isn’t yet sufficiently driving company earnings. US business activity ticked up so far in July, but in Europe, preliminary...
Logos of the Magnificent Seven: Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla.
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Mixed earnings keep markets unsure

Google parent Alphabet beat profit estimates overnight while Tesla missed analysts’ expectations, leaving investors unsure how to interpret the ongoing earnings season and the AI-driven narrative that has dominated this year’s market rally. Tech stocks lost ground, while small-cap stocks shot...

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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Sustainability

Hongkong: Von globaler Textilindustrie zur nachhaltigen Mode?

The fashion industry is struggling with an immense CO2 footprint. A look at Hong Kong, where startups, NGOs and associations are pointing the way to a more sustainable fashion world.

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Sustainability

Financial inclusion

Innovations like simplified access to banking services and digital finance are just some of the ways that the financial sector has mobilised to support the financially excluded.
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Financial knowledge

Share buybacks

2024 is set to be a banner year for share buyback programmes. But many market participants are critical of this practice - despite the strong endorsement from Warren Buffett.
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Investment strategy

Europe's healthy "Granolas" stocks

Eleven pharma, tech and luxury stocks, known as the Granolas, are fuelling this year's European stock market surge.

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