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2020 can fittingly be described as an annus horribilis, both for the economy and for social life. In our January Market Commentary, Dr. Andrea Siviero, Investment Strategist at ETHENEA Independent Investors S.A., gives a brief review and looks ahead to what we can expect in terms of the economy, politics and social life in 2021.

The transition period provided for in the Brexit Withdrawal Agreement ends on 31 December 2020 and then it will finally be over. In our latest Market Commentary, Dr. Volker Schmidt, Senior Portfolio Manager at ETHENEA looks at the impact Brexit will have on the pound sterling and on UK sovereign bonds.

Everyone in the financial sector is undoubtedly familiar with the saying “Never catch a falling knife”. Few trading adages are so intuitive. But is it a good idea to associate every sharp fall with a dangerous knife? In our latest Market Commentary, Christian Schmitt, Senior Portfolio Manager at ETHENEA, explains what we can learn from this trading adage against the backdrop of 2020.

The price of gold has corrected since the all-time high in August, and now more than ever investors are wondering whether they should buy. But what makes gold such a special asset class? In the latest Market Commentary, Michael Blümke looks at the extraordinary precious metal and how it fits into the fabric of the financial market.

Between 2008 and 2012, Günther Schild, tortoise and financial expert at the German Finance Agency, advertised federal savings bonds. Today, however, he is no longer required to advertise German government securities. In our latest Market Commentary, Dr. Volker Schmidt looks at the popularity of negative-yielding bonds.

In June 2000, almost exactly 20 years ago, London’s Millennium Bridge was inaugurated. What does this structure have in common with developments in the capital markets? In our latest Market Commentary, Christian Schmitt answers this very question and explains the importance of sentiment data to actively managed multi-asset funds.