By: Christian Scherrmann
Time has come to engineer that soft landing.
The electrification of the global vehicle fleet is progressing – which poses serious challenges for traditional carmakers, not least European ones.
There are good reasons European monetary policymakers appear increasingly confident of reaching their inflation target of 2% again in the not-too-distant future.
Growing supply led to significantly falling prices for solar modules
For a year now, equity markets have been running ahead of the money supply. You can look at it one way or another, but stocks have one less stimulus to benefit from.
Fully participating in a potential market recovery or staying cautious given the market nervousness? For combining both, the portfolio needs the right diversification
