Insights
In diesem Blog ordnen wir die jüngste Zinserhöhung der EZB ein, beleuchten das neue EZB-Instrument der "Outright Monetary Transactions" (OMT), analysieren was gegen eine erneute Eurokrise spricht und zeigen unsere Portfolioausrichtung auf.
Regulated information
Strong first half performance.
Insights
Despite ongoing global growth and inflation concerns, capital markets recovered in July: global equities rose significantly after hitting a low for the year in June. Global government bonds also posted strong gains.
Market Commentary
In the 9th edition of Mosaique Insights we take a closer look at what type of investments can thrive in challenging times and shed some light on the topic of inflation. We will also take you on a trip to the Nordics and introduce you to our new Rothschild & Co Switzerland Art Collection and Exhibition Series.
Market Commentary
The current challenge for central banks is to restore low and stable inflation, while preserving financial stability and averting a recession. A task that looks less likely now than a few months ago.
Market Commentary
The investment mood has darkened since May’s Market Perspective. Objectively, however, little has changed. Within this edition, we discuss the risks still being posed by the Ukraine conflict, why the US economy is closer to a technical recession than we first thought and the volatility within markets.
