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Rising commodity prices are currently driving up the foreign exchange markets: benefiting from this are the currencies of commodity-rich countries such as Norway, South Africa and Canada. Exchange rates are rising, as are the prices for oil, copper and iron.

The equity markets are hurtling from record to record, bitcoin rose to USD 60,000. And yet there are still investors who opt for conservative multi-asset funds. Dr. Volker Schmidt, Senior Portfolio Manager at ETHENEA, explains why.

The first 100 days in office is a yardstick against which the initial success of US presidents is measured. What has been Biden’s impact on markets so far, and what is to be expected ?

For almost a year now, the seemingly endless support of the central banks, as well as one fiscal package after another, has fuelled an equity market boom that is unparalleled by historical standards. Currently, it seems as though everyone is talking about a persistent reflationary environment. What is the effect on the portfolio construction of a multi-asset fund?

At the beginning of January, the time had finally come – the transition period of the Brexit Agreement ended and the United Kingdom left the EU for good. This not only made the UK a third country and fundamentally altered the relationship between it and the EU, it also changed the UK’s access to the EU’s single market.

Although the Brexit agreement has only been in force for a short time, it has already had an impact on the financial sector.