Insights
Our experts bring you their latest insights about the capital markets.
News | 27.05.2026
The planned SpaceX IPO is more than just a mega-IPO. It could become a stress test for passive investors, and with OpenAI and Anthropic, the next mega-IPO candidates are already in the starting blocks. Our Head of Portfolio Management, Jörg Held, explains why index providers are already rolling out the red carpet and what this means for ETFs and active investors.
News | 21.05.2026
The Fed is facing its most significant change in leadership in decades. With Warsh comes not just a different person, but a different understanding of what a central bank should do.
News | 27.04.2026
Kevin Warsh is set to become the next Fed chairman. Now that the political battle is over, the real challenges begin.
News | 19.11.2025
The Federal Reserve (Fed) is currently undergoing a paradigm shift. What began as a skirmish on social media and expanded into selective political influence has developed into a systemic question of monetary policy power relations.
News | 28.10.2025
Despite stagnating growth and persistent core inflation, the European Central Bank is likely to keep interest rates unchanged for now. Risks are seen as balanced, with a focus on data dependence and flexibility. As the economy weakens, the ECB is keeping all options open – the next move could well be a rate cut.
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