Ethna Funds and more - stay up to date

“Sell in May and go away” is probably one of the most well-known financial-world adages and it is often followed up with “…but remember to come back in September”. But is it really wise to heed the adage? Read more.

The European Central Bank (ECB) has announced the end of its bond purchases. However, as the bond supply will not decrease, new buyers will be needed in the future. In recent years, bonds have increasingly become a specialised topic for selected professional investors and the ECB. Dr. Volker Schmidt, Senior Portfolio Manager at Ethenea, analyses whether bonds could nevertheless also be attractive for retail investors in the future.

The European electricity market remains in turmoil, but the record prices are not only keeping consumers on tenterhooks. Dr. Volker Schmidt, Senior Portfolio Manager at Ethenea Independent Investors S.A., analyses the market and its mechanisms using two European companies as examples – Uniper from Germany and EDF from France.

While a repeat of the stagflation of the 1970s seems unlikely, the current environment presents several risks that we should not underestimate. We see a relatively narrow path for a soft landing for the 2023 economy. Update from Andrea Siviero, Investment Strategist at Ethenea.

After the Russian attack on Ukraine, stock prices are falling worldwide and government bonds are experiencing high demand. Investment Strategist Andrea Siviero provides an assessment. Our portfolio managers also provide an update on the current positioning of the funds.

Worldwide, inflation rates are still at a high level. Now the Fed has announced its first interest rate hike for March. Dr. Volker Schmidt, Senior Portfolio Manager at Ethenea Independent Investors S.A, looks at the implications this decision has for the yield curve.