by Stephan Hompes | 04.03.2026 | Market Comment
The conflict in the Middle East undoubtedly carries risks for capital markets. The escalation between the United States, Israel and Iran, military strikes and temporary disruptions to key shipping routes have the potential to push energy prices higher in the short...
by Stephan Hompes | 17.02.2026 | Market Comment
Equity markets entered the new year with noticeable tailwinds. Numerous stock indices worldwide posted strong gains and reached new all-time highs. What matters, however, is less the level than the structure. Price advances are now supported by significantly broader...
by Laurent Mander | 09.12.2025 | Market Comment
Global capital markets and economic indicators currently present a complex yet overall constructive picture. Although the economic environment remains marked by uncertainty ranging from political tensions to fiscal disputes the underlying fundamentals of many...
by Laurent Mander | 08.10.2025 | Market Comment
America’s Economy Defies Uncertainty Despite all the headlines surrounding the independence of the central bank or the negative effects of trade tariffs on the economy, the current situation in the United States also reveals another, often underestimated, side: the...
by Laurent Mander | 15.07.2025 | Market Comment
Open economic areas have been led by “dealmakers” at least since the re-election of Donald Trump as President of the United States. This shift in political style moves away from state care for its citizens and from the global security architecture, where...
by Laurent Mander | 06.05.2025 | Market Comment
Stock market traders are generally regarded as sharply calculating merchants who know their risks. In reality, the majority of them are optimists who make big bets on the future. This is always evident when systemic breaks occur in the capital markets. The most recent...
