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It is not only in Europe that gas and electricity prices are reaching record levels. What impact does this have on the financial markets and are there still interesting investment opportunities within the energy sector?

Thematic and trend-driven equity investments are very popular. However, in spite of all the understandable euphoria, investors should also be aware of the risks involved, says Christian Schmitt, Lead Portfolio Manager of the Ethna-DYNAMISCH.

Many growth rates are currently at their peak. This applies to economic growth in general, but also to the sales and profit growth of many companies in particular. In addition, it can be assumed that the financial and monetary support at both government and central bank level has also passed its zenith. What sounds threatening at first is simply the inevitable path back to normality, explains Christian Schmitt, Lead Portfolio Manager of the Ethna-DYNAMISCH.

“Whatever a government coalition will eventually look like, one thing is certain - Germany is at a crossroads," says Dr. Tobias Burggraf following the results of yesterday's general election. What can be said about the possible coalitions and how will the financial markets react? Read more.

Company valuations have always kept the global economy in suspense. However, recently there hasn't been much good news in this area. Microsoft is an exception. In April, Fitch gave the company a ‘AAA’ rating, making Microsoft the only remaining blue-chip company with the best possible rating from all the major rating agencies. “As a comparison, in the 1980s, nearly 60 companies still had the top rating.

After 16 years, Angela Merkel's chancellorship will end this year, and according to Dr. Tobias Burggraf, Portfolio Manager at Ethenea Independent Investors S.A., it will also mark the end of an era of politics that has stood for reason, pragmatism and stability like no other.