Perspetivas
Os nossos especialistas trazem-lhe as suas mais recentes perspetivas sobre o mercado de capitais.
Market Commentary | 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?
Market Commentary | 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.
Market Commentary | 29.04.2025
Volatile markets require active management – we manage opportunities and risks in a targeted manner.
Market Commentary | 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?
Market Commentary | 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?
Market Commentary | 28.01.2025
How will the US government continue to support the economy? The Fed could play a central role here. The Inflation Reduction Acts and the tech boom will not be enough in the long term.
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