Perspectivas
Nuestros expertos le traen sus últimos análisis sobre los mercados de capitales.
Comentario de mercado | 01.08.2025
Record investments just to stay in the game: the AI industry isn’t even attempting the balancing act between growth and profitability. The question of when investments will be monetized is being pushed into the future.
Comentario de mercado | 03.07.2025
Markets have so far withstood many stress tests. However, the room for maneuver is narrowing, and risks remain elevated. Why are resilience, flexibility, and smart risk management more important now than ever?
Comentario de mercado | 30.05.2025
Credit risks are often seen as an unavoidable threat. However, they can also be used strategically to create genuine value. Active management is key here, not passive acceptance.
Comentario de mercado | 29.04.2025
Volatile markets require active management – we manage opportunities and risks in a targeted manner.
Comentario de mercado | 02.04.2025
The US dollar dominates the global financial world as the main transaction, investment and reserve currency. What is driving the exchange rate? And what are the current implications for investors?
Comentario de mercado | 05.03.2025
The first weeks of Donald Trump's second term in office have already brought far-reaching geopolitical and economic changes. Trade conflicts, inflation dynamics and monetary policy decisions are modelling the market environment - but what does this mean for investors?
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