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News | 04.07.2019
Outlook 2nd half of 2019
Over the past few months, global growth expectations for 2019 have been continuously adjusted downwards. Although fears of a recession gained ground in the last quarter of 2018, the U.S. Federal Reserve’s change of course, as well as 2019’s unexpectedly more positive first-quarter reporting season, contributed to a significant easing of the situation.
News | 28.06.2019
ETHENEA on the upcoming G20 Summit
At the latest G20 summit taking place in Osaka today and on Saturday, the most important event from an economic point of view, is likely be a meeting between U.S. President Trump and his Chinese counterpart Xi. At the start of June, markets had little confidence that the trade conflict between the two countries would ease any time soon. Worse still, additional tariffs were considered likely.
News | 18.06.2019
ETHENEA on the upcoming FED meeting
With the next FOMC (Federal Open Market Committee) meeting scheduled to take place on Wednesday; the Fed's Committee is currently facing both a slowdown in growth and weak inflation. One example of this is the U.S. Purchasing Managers' Index for the manufacturing sector, an early indicator of economic development, which has declined in recent months.
News | 05.06.2019
Maximum equity allocation in the Ethna-DYNAMISCH raised
From 1 July 2019, up to 100% of the Ethna-DYNAMISCH may be allocated to equities. This defines more clearly the characteristics of the equity-focused mixed fund, which are to take advantage of opportunities that arise in global equity markets and to limit risks efficiently and effectively. In the current low-interest environment in particular the fund remains an attractive investment solution providing risk-controlled access to equity markets.
News | 05.06.2019
ETHENEA on the upcoming ECB meeting
In May, inflation in the eurozone weakened more significantly than expected. Following the sharp rise in the headline inflation rate to 1.7% in April, it has now fallen to 1.2% year-on-year. Although energy prices have risen markedly compared to the previous month, a negative base effect is now depressing energy inflation.
News | 30.04.2019
Luca Pesarini and Arnoldo Valsangiacomo assume the lead portfolio management of the Ethna-DEFENSIV
Ethenea is in the process of reorganising the portfolio management of the Ethna-Defensiv. With this, the company founders, Luca Pesarini and Arnoldo Valsangiacomo, will take over the lead portfolio management of the fund and, therefore, more responsibility in the day-to-day Business.