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Während der letzten zwei Wochen haben die Hauptaktienbörsen und Rohöl neue Tiefs erreicht und danach wieder erholt.   Die Ertrags-Berichtsaison malt ein gemischtes Bild. Ein Drittel der S&P 500 Aktien haben bisher berichtet. Grundstoffe und Energieaktien zeigen dramatische Rückgänge bei Umsatz und Ertrag. Der Markt hat jedoch noch schlechtere Zahlen erwartet was eine positive Überraschung […]

During the last two week major stock markets and crude oil reached new lows and recovered afterwards.   Earnings reporting season is painting a mixed picture. One-third of S&P 500 stocks have reported so far. Basic materials and energy stocks show dramatic sales and earning drops. However market expected even worse numbers which gives a […]

Erwin Lasshofer and his INNOVATIS team wish you a happy and prosperous 2016!   Almost any risky asset classes has been heading down during the first days of the year. Major stock markets have lost 5-10% so far. What has happened during the turn of the years?   Little. It seems global markets are only […]

  Erwin Lasshofer und sein INNOVATIS Team wünschen Ihnen ein glückliches und erfolgreiches Jahr 2016!   Fast alle Risiko-Anlagen sind in den letzten Tagen des Jahres gefallen. Die Hauptaktienmärkte haben bisher 5-10% verloren. Was ist während dem Jahreswechsel passiert?   Wenig. Es scheint, dass die globalen Märkte erst jetzt die US-Fed Zinserhöhung verarbeiten, die wir […]

The year is almost over. The MSCI World is nearly unchanged as well as global government bonds. The losers are Emerging markets and commodities, in particular metals and energy.   Yesterday the US Fed increased its Fed Fund target rate by 0.25%. This step had been announced for 2015 and delayed to the very last […]

Money makes the world go round. And monetary policy has been driving markets for a while. Central banks around the world have been flooding markets with money since the financial crisis. Currently ECB and US Fed are dominating the headlines. At first glance they appear to pursue contrary approaches. The ECB is just increasing its […]