Perspectivas
Nuestros expertos le traen sus últimos análisis sobre los mercados de capitales.
Comentario de mercado | 05.04.2024
Growth prospects are improving globally. In light of this, inflation data will remain persistently higher than the central bank target despite the successes in previous quarters. Nevertheless, both the ECB and the Fed will follow Switzerland’s example and start cutting interest rates in June. In our view, the biggest future risk apart from the ongoing geopolitical challenges is the problem of national debt.
Comentario de mercado | 05.03.2024
Central banks are looking at the data, while politicians are gearing up for elections. Around 70 countries are set to go to the polls. These elections will have a impact. Monetary policy, economy and geopolitical tensions will further affect the economy. While the US economy remains an economic powerhouse, Europe and China seem unable to get out of the starting blocks. Interest rate policy in Europe and political intervention in China could stimulate the economy further.
Compromiso | 27.02.2024
Elephants have a special meaning for ETHENEA: the grey giants are more than just a symbol, they also embody our values such as reliability, resilience, and strength. Despite their impressive size, elephants are an endangered species. ETHENEA aims to contribute to the protection of their natural habitat and to enable humans and animals to live together.
Compromiso | 26.02.2024
The education of children and young people is particularly important to ETHENEA. The Swiss development organisation International Project Aid combines its social work in developing countries with educational work in Swiss school classes.
Clear and simple | 22.02.2024
Every quarter, the experts of ETHENEA hold a web conference to inform investors about the positioning of the Ethna Funds, as well as the current situation on the markets. As a service to you, we have provided an overview of the central questions from our web conference in this publication entitled CLEAR AND SIMPLE.
Comentario de mercado | 07.02.2024
The outlook for 2024 will be strongly influenced by monetary policy, elections and geopolitical tensions. In our Market Commentary, Portfolio Manager Michael Blümke outlines ETHENEA's view of the current macroeconomic environment and what investors can expect for the coming quarters.
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