Europe’s Fund Investors Show Courage Again

Europe's Fund Investors Show Courage AgainOne had actually expected that the corona crisis would drive European fund investors to caution, but according to the latest figures from the analysis company Morningstar, yield-oriented funds in particular recorded high inflows in July.
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Changeover to ESG Products

Changeover to ESG Products… and this does according to a result of an investor study of the Quirin private bank each fifth investor in Germany with a future prospect to even rely completely on sustainability. After all, 47% of all investors are willing to spend more money on sustainable products .
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Year-End Forecast for the S&P 500 Raised by Goldman Sachs

Year-End Forecast for the S&P 500 Raised by Goldman Sachs

On the part of the US investment bank Goldman Sachs, the year-end forecast for the S&P 500 has been thrown over because of the rally since the March lows. Goldman Sachs analyst David Kostin raised the year-end forecast for the S&P 500 from 3,000 to 3,600 points.

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The Markets Do Not Want to Know About a Second Wave

The Markets Do Not Want to Know About a Second Wave

A strange calm can be observed on the capital markets, despite new infections worldwide and the near political risks of the US election. According to Deka chief investment officer Jörg Boysen, the pandemic is already entering its second round in many countries.

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Heavy Losses for Hedge Fund Legend

Heavy Losses for Hedge Fund Legend…even though mathematician James “Jim” Harris Simons, with his investment company Renaissance Technologies, is one of the best known and most renowned hedge fund managers in history. His investment company was founded in 1982 and by 2019 Simons was the second richest hedge fund manager in the world with assets of 19 billion.

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Visions and Illusions on the Stock Market

Visions and Illusions on the Stock Market

Although in the current corona crisis the quarterly reports relentlessly reveal the few winners and many losers of the pandemic, Thomas Böckelmann, portfolio manager at Euroswitch, believes that the obvious willingness of corporate leaders is decisive for the market reaction to spread confidence in the course of the ensuing analyses, to spread discussions instead of trusting the companies’ figures.

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Separation of the Stock Markets from the Real Economy

Separation of the Stock Markets from the Real Economy

In addition to Corona and new heat records, the stock market is also turbulent. A veritable boom in industrial orders and a marked normalisation of business in traditional sectors is being observed.

 

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Stock Markets: Gone Too Far Too Fast?

Stock Markets: Gone Too Far Too Fast?

One could think positively about the share price recovery after the corona crash in March, which was the fastest ever, but Tilmann Galler, capital market strategist at J.P. Morgan Asset Management (J.P. Morgan AM), points out that the gap between market development and the economy has never been as large as it is today.

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Shares – Expensive but not Avoidable

Shares - Expensive but not Avoidable

Although share prices have fallen worldwide as a result of the pandemic, the market looks favourable – but it is not. This is because, after analysts have converted the slump in economic activity into their earnings estimates, the stock market is even more expensive than before.

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Sustainable News

Sustainable News

Not only have several sustainability indices been relaunched in recent weeks, the range of ESG training courses and funds is also increasing. Banks continue to pursue ambitious climate targets.

 

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