Financial Market News

• 01.07.2026

  Monetary policy of the central banks – inflation fears or preparation for stressful situations?

  Investors expect the US Federal Reserve (Fed) to raise interest rates two to a maximum of three times. This is not based on the trend in core inflation, which remains modest. »

• 28.06.2026

  Valuation differences in the global software development sector

  The valuation differences between ‘traditional’ software development companies such as Adobe, Oracle, SAP and Microsoft, and software providers specialising in combating cyberattacks such as CrowdStrike, Palo Alto and Datadog, are currently exceptional. »

• 23.06.2026

  Start-up capital listed on the stock exchange

  The stock market listing of SpaceX marked the beginning of a new (perhaps short-lived) era. »

• 13.03.2023

  Insolvency of the financial services provider Silicon Valley Bank

  Last week, the financial services provider Silicon Valley Bank (SVB) was declared insolvent in the USA. »

• 08.07.2022

  A perfect storm in September and October?

  Our investment strategy has followed a cautious approach since the third week of January, and will continue to do so. We recommend equity exposure of no more than 30% to 35% as part of a balanced strategy. »