Impact Blog: Current topics from a investors’ point of view

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.

Opportunità nella nuova normalità

Un maggior numero di prospettive porta a decisioni d’investimento migliori

Raramente il pendolo dei mercati finanziari ha oscillato tanto velocemente come durante la pandemia. È il «solito» rimbalzo che segue una crisi o c’è stato un cambio di marcia passato inosservato? Inoltre, il pendolo potrebbe oscillare di nuovo? Sono queste le domande che voi come investitori e noi come Asset Manager dobbiamo porci.

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Coronavirus, Videos, Wealth & Pension Planning 06.03.2020 da Lars Kalbreier

Covid-19:The global balance in trouble

The short-term effects of the coronavirus epidemic should not be underestimated by investors. Lars Kalbreier, CIO Wealth Management, draws attention to three factors that are likely to have an influence on this.

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Coronavirus, Insights, Videos 06.02.2020 da Lars Kalbreier

Coronavirus: We expect a noticeable temporary impact on economic growth

Signs of a stabilization of the global economy and easing tensions of the political situation in the Middle East are overshadowed by the outbreak of the coronavirus.

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Geopolitics, Videos, Wealth & Pension Planning 14.01.2020 da Lars Kalbreier

Opportunities and challenges 2020

Investors will probably have to settle for lower returns this year than in 2019. Although, sources of return are likely to be more difficult to find, we see attractive investment opportunities.

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CIO Update, Geopolitics, Insights 04.12.2019 da Lars Kalbreier

A sharp slump in global growth is unlikely

Lars Kalbreier, CIO Wealth Management, does not expect the global economy to deteriorate dramatically. Here you can see which three factors explain his position.

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CIO Update, Geopolitics, Insights 07.11.2019 da Lars Kalbreier

Will the global economy slide into recession next year?

Although global economic growth will remain subdued in the near future, a recession seems unlikely.

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CIO Update, Geopolitics, Insights 08.08.2019 da Lars Kalbreier

Global economic growth will continue to be subdued

The weakening of the global economy has prompted central banks to stimulate the economy. However, it takes a while until these measures show positive effects.

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Opportunità nella nuova normalità

Un maggior numero di prospettive porta a decisioni d’investimento migliori

Covid-19:The global balance in trouble

Coronavirus: We expect a noticeable temporary impact on economic growth

Opportunities and challenges 2020

A sharp slump in global growth is unlikely

Will the global economy slide into recession next year?

Global economic growth will continue to be subdued

Stay up to date with our newsletter “Impact on Investors”

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