12.08.2024
Global equity markets have shown impressive strength over the past months, with surprisingly low volatility. One of the longest trading periods without a 5 percent daily drawdown ended on 5th of August 2024. When the stock market opened, the Nasdaq lost 900 points or...
02.02.2024
Capital markets are sometimes prone to exaggeration. Aggressively marketed new business models regularly fuel the imagination of investors. As in the case of Peloton. Hopes of a revolution in the global fitness market caused the manufacturer of spinning bikes to soar...
03.11.2023
“Interest rates are like gravity in valuations. If interest rates are nothing, values can be almost infinite. If interest rates are extremely high, that’s a huge gravitational pull on values.” In one of his famous quotes in 2016, stock market legend Warren...
10.09.2023
ChatGPT, the AI-employed chatbot, recently responded to the question, “Why is there a distinction between value and growth stocks?” with equal speed and confidence: “Value and growth stocks represent different investment strategies. Value investors...
12.07.2023
The first half of 2023 was characterized by impressive strength of global equity markets. Despite the ongoing war in Ukraine, interest-rate hikes on a global scale, inflation and recession concerns, the DAX-40 posted a healthy gain of 16 percent. The technology index...
23.05.2023
After a furious start to 2023, the stock market has continued to perform well in recent weeks. Major US technology companies continued their upward trend, in some cases gaining more than 30 percent since the beginning of the year. The most recent reporting season...
