The global financial markets reflect what moves society, whether in economics, politics or technology. Financial markets often even anticipate events. As a global investment company, we analyze trends and are quick to develop investment ideas for our clients.

“Impact on Investors” monitors current developments and top topics. Stay up to date with our insights and background analyses, and join the discussion via live stream sessions.

 

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Tread softly and carry a big umbrella

When will the global pandemic come to an end? What will happen to inflation? Will “tapering” lead to a “tantrum”? While these are some of the big and difficult questions swarming around investors’ minds today, we think investors should focus on what’s essential and be wary of what’s in favor – for example, the recent rallies in growth and value stocks.

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5 reasons to focus on China’s A-shares

We often focus on noisy news rather than on long-term major trends. Volatility caused by short-term market reactions can create opportunities. China is such a case where recent news have been dominating investors’ attention. However, we believe there are five reasons to consider China a land rich in investment opportunities.

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