Adviser-Hub articles

Articles tagged: GERMANY
cpgrp_germany180225 Partner Zone

Germany’s surprising equity market

Capital Group’s Beth Beckett, Economist, looks past the macro gloom.

Capital Group 18th Feb 2025

cpgrp_germany060225 Analysis & Opinion

Market views: Germany’s surprising equity market

Capital Group’s Beth Beckett, Economist, looks past the macro gloom.

Capital Group 6th Feb 2025

Article-DonaldTrump-01-smll2024 Market Updates

Global updates: Markets brace for Trump’s second term

Although the Dow Jones Industrial Average Index fell by 5.3% in December, dampened by uncertainty over the pace of future rate cuts, it rose by 12.9% over 2024.

Adviser-Hub 9th Jan 2025

Market Updates

Global updates: US indices hit new highs

US stock markets continued to forge ahead during February: the Dow Jones Industrial Average Index reached a new closing high.

Adviser-Hub 11th Mar 2024

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abrdn | Macro Bytes: What's been holding the German economy back?

The Eurozone economy is stagnating and the German economy in particular is facing significant cyclical and structural headwinds. abrdn discuss why.

Aberdeen Investments 1st Mar 2024

Market Updates

Global updates: “The clouds are beginning to part”

The International Monetary Fund believes “the clouds are beginning to part” and expects the global economy to achieve a soft landing, underpinned by lower inflation and steady growth.

Adviser-Hub 7th Feb 2024

Market Updates

Global updates: Where next for the Fed?

Global equity markets generally weakened during September, dampened by uncertainties over US monetary policy, higher oil prices, and broader concerns about the global economic outlook.

Adviser-Hub 6th Oct 2023

Market Updates

Global updates: ECB raise rates again

The annualised rate of US consumer price inflation subsided from 4% in May to 3% in June, fuelling hopes that the Fed might be approaching the end of its tightening cycle.

Adviser-Hub 18th Aug 2023

Market Updates

Global updates: Getting close?

May was dominated by concerns over the US debt ceiling.

Adviser-Hub 7th Jun 2023

Analysis & Opinion

Why a dividend growth strategy is prudent in an elevated rate environment

Albie Pretorius, manager of Ninety One’s Quality Dividend Growth Strategy, believes that identifying companies that effectively allocate and reinvest cashflow is paramount for investors to de...

Ninety One 19th Apr 2023

Analysis & Opinion

The Week: Sterling reverses

The pound has reversed its recent weakness. Its momentum may be tentative, but it could herald a new era for UK assets. 

Adviser-Hub 12th Apr 2023

Market Updates

Global updates: Central banks still tightening

After a positive start to the year, US stocks generally fell during February.

Adviser-Hub 10th Mar 2023

Market Updates

Global market updates: Has inflation peaked?

Global equity markets generally rose during January as investors drew encouragement from signs that inflationary pressures might be peaking and hopes that the US economy might manage to escape rece...

Adviser-Hub 6th Feb 2023

Analysis & Opinion

The Week: An unpopular rally

The stock market has been on a bull run over the past two months, but investors don’t believe it can last.

Adviser-Hub 30th Nov 2022

Analysis & Opinion

The Week: Time to move in or out of European fixed income?

The ECB may have raised rates, but bond yields are still falling. Investors are voting with their feet on European fixed income. Are they right?

Adviser-Hub 28th Jul 2022

Analysis & Opinion

The impact of the Ukraine crisis on sustainable investment

The war in Ukraine will have far-reaching ramifications for the economic and geopolitical landscape for some time to come. It has also pushed governments, corporates and individuals to look at the way...

Adviser-Hub 9th May 2022

Analysis & Opinion

The Week: Ukraine and the impact on markets

The impact of geopolitical events on markets is often short-lived – will it be different for the Ukrainian crisis?

Adviser-Hub 3rd Mar 2022

Analysis & Opinion

The Week: Does the conflict in Ukraine pose a risk to markets?

As the crisis escalates, what is the fallout for financial markets from tension on the Ukrainian border?

Adviser-Hub 10th Feb 2022

Market Updates

Global update: Higher interest rates on the horizon

Despite the spread of the Omicron variant of Covid-19, major equity markets around the world ended 2021 in positive territory, boosted by mounting hopes that the variant would prove less serious than...

Adviser-Hub 13th Jan 2022

Analysis & Opinion

The Week: An optimistic start to 2022

Markets have opened with a flourish – dismissing the new variant and inflationary pressures: should investors follow this new-found optimism?

Adviser-Hub 6th Jan 2022

Market Updates

Global market review: Higher inflation for longer

The International Monetary Fund (IMF) warned that the world is facing inflationary pressures that will be “higher and longer than expected”.

Adviser-Hub 3rd Nov 2021

Market Updates

Global update: The beginning of the end

The US Federal Reserve may start to reduce its stimulus measures sooner than expected.

Adviser-Hub 2nd Sep 2021

Market Updates

Global bond market review: Where next for monetary policy?

During May, ECB Vice President Luis de Guindos warned that recent increases in US bond yields had revived concerns over the potential for shifts in financial conditions, which could affect indebted co...

Adviser-Hub 14th Jun 2021

Market Updates

Europe market review: European growth set to accelerate

Following the easing of lockdown measures, the eurozone is experiencing its strongest surge in demand for goods and services in almost 15 years. However, companies are struggling to keep up with deman...

Adviser-Hub 14th Jun 2021

Market Updates

Europe market review: European investors shrug off third wave

Share prices in Europe generally strengthened during March, despite concerns over the slow rollout of the coronavirus vaccine and worries about a third wave of Covid-19 infections sweeping across the...

Adviser-Hub 20th Apr 2021

Market Updates

The Week: Will listings shake-up draw businesses to the UK?

The Hill Review recommends changes to the UK listing rules. It may help shake off the fuddy-duddy reputation of UK markets.

Adviser-Hub 3rd Mar 2021

Market Updates

Europe market review: Outlook for Europe remains subdued

Europe was blighted by a fresh wave of lockdown measures during January in response to rising Covid-19 infection rates. Economic activity in the eurozone is unlikely to recover to pre-pandemic levels...

Adviser-Hub 16th Feb 2021

Market Updates

Inflation – are you scared?

Inflation has gone from bogeyman to benign, but could that be about to change as economies revive?

Adviser-Hub 10th Feb 2021

Market Updates

Global bond market review: Corporate defaults on the rise

Investors’ attention shifted from safe havens to riskier assets during November.

Adviser-Hub 15th Dec 2020

Market Updates

Europe market review: European markets shrug off negative data

Although November in Europe was characterised by rising Covid-19 infection rates and lacklustre economic data, share prices soared over the month.

Adviser-Hub 15th Dec 2020

Market Updates

Europe market review: A wake-up call for Europe?

Investor sentiment in Europe was dampened during September by an uptick in coronavirus infection rates across the region, and the World Health Organisation (WHO) warned that the news should be “a wake...

Adviser-Hub 14th Oct 2020

Market Updates

Europe market review: Three key challenges for the ECB

Amid signs that Covid-19 infection rates were on the rise once again around Europe, some localised restrictions were reimposed in August, putting a brake on economic activity.

Adviser-Hub 17th Sep 2020

Market Updates

The Week: Grim reading on UK data

The UK’s economic output slumped in the second quarter – and the future’s not looking too bright either.

Adviser-Hub 12th Aug 2020

Market Updates

Europe market review: “All necessary steps”

European countries continued to ease their lockdown measures during June; nevertheless, the World Health Organisation (WHO) warned that the region was experiencing a weekly increase in COVID-19 cases...

Adviser-Hub 5th Aug 2020

Market Updates

Europe market review: European economies shrink in Q1

European equity markets generally rebounded in April after sustaining steep falls in March.

Adviser-Hub 19th May 2020

Market Updates

Global update: March meltdown

The extended bull run came to an abrupt end in March as the coronavirus continued to spread into Europe and America, and a collapse in confidence pushed share indices into bear-market territory.

Adviser-Hub 20th Apr 2020

Market Updates

Europe market review: Extraordinary times

European investors experienced a torrid March as the coronavirus spread and intensified across the region. Major equity markets posted double-digit losses over the month.

Adviser-Hub 17th Apr 2020

Market Updates

The Week: Are we going bust?

Government bailouts look set to explode already stretched deficits. While necessary in the short-term, what may be the longer-term consequences?

Adviser-Hub 2nd Apr 2020

Market Updates

Europe market review: European markets fall in February

Coronavirus continued its spread into Europe during February, with Italy the hardest hit country by a significant margin.

Adviser-Hub 4th Mar 2020

Market Updates

Europe market review: ECB launches review of its monetary policy strategy

The eurozone’s economy expanded by only 0.1% during the fourth quarter of 2019.

Adviser-Hub 12th Feb 2020

Market Updates

UK bond market review: Flight to safety

Gilt yields fell during January as investors sought the perceived safety of government bonds

Adviser-Hub 12th Feb 2020

Market Updates

Global bond market review: Investors eye riskier assets in December

A mood of tentative optimism blunted the attractions of government bonds during December.

Adviser-Hub 15th Jan 2020

Market Updates

Europe market review: Germany puts the brakes on the eurozone

The eurozone’s economy remained sluggish in December as improved activity in the services sector failed to mitigate a deepening contraction in the manufacturing sector.

Adviser-Hub 15th Jan 2020

Market Updates

Global update: Double-digit gains in 2019

Despite a year that was filled with political and social upheaval – from the trade war between the US and China, through Brexit, to the civil unrest in Hong Kong – many world markets achieved double-d...

Adviser-Hub 9th Jan 2020

Market Updates

Europe market review: Germany avoids recession

The eurozone’s economy almost stalled during November, according to IHS Markit, which reported the lowest level of activity for two months.

Adviser-Hub 20th Dec 2019

Market Updates

Global update: Brexit takes a back seat

Although politics continued to dominate newsflow and sentiment in the UK during November, Brexit was superseded by the General Election as the focal point.

Adviser-Hub 10th Dec 2019

Partner Zone

Bright sparks in autos and tech shine through clouds of US/China trade tensions

A choppy earnings season and ongoing concerns over political risk have cast a pall over the tech sector in recent months.

BNY Mellon Investment Management 13th Nov 2019

Market Updates

Europe market review: ECB restarts QE

During September, the European Central Bank (ECB) announced another programme of economic stimulus measures designed to shore up the eurozone’s faltering economy.

Adviser-Hub 15th Oct 2019

Market Updates

The Week: Does manufacturing matter?

As US manufacturing slides, how important is it for global economic growth? And would trade talks resolve the problem?

Adviser-Hub 2nd Oct 2019

Market Updates

Europe market review: Storm clouds gathering over Germany

Confidence over the outlook for Europe’s economy continued to deteriorate during August amid mounting concerns over Germany’s prospects.

Adviser-Hub 16th Sep 2019

Market Updates

Global update: Parliament’s suspension creates controversy

The prospect of a no-deal Brexit crept closer during August as Prime Minister Boris Johnson announced that Parliament would be suspended.

Adviser-Hub 4th Sep 2019

Market Updates

The Week: Yield Curve

The US yield curve has finally inverted. It’s spooked equity markets, but does it necessarily mean recession is imminent?

Adviser-Hub 15th Aug 2019

Market Updates

The Week: A new world order threatens capitalism

After significant falls this week, have markets recognised that China/US trade wars are part of a deeper problem?

Adviser-Hub 8th Aug 2019

Market Updates

Europe market review: Further stimulus to come?

Following the extension to the Brexit deadline, the European Commission urged companies to ‘take advantage of the extra time” to make their preparations.

Adviser-Hub 10th Jul 2019

Market Updates

Global bond market review: Central banks start to ease

Bond yields continued their decline into June: prices rose as several central banks loosened their monetary policy stance.

Adviser-Hub 10th Jul 2019

Market Updates

Global bond market review: Europe weakens

Demand for government bonds generally rose during April against a backdrop of intensifying concerns over the global economic outlook.

Adviser-Hub 14th May 2019

Market Updates

Europe market review: Eurozone stages a rally

The eurozone’s economy rebounded during the first three months of 2019, posting quarter-on-quarter growth of 0.4%. Italy emerged from recession, supported by export activity.

Adviser-Hub 14th May 2019

Market Updates

Europe market review: European slowdown

Interest rates in the eurozone are not expected to rise until next year at the earliest, according to the European Central Bank (ECB).

Adviser-Hub 17th Apr 2019

Market Updates

Europe market review: Headwinds to European growth

Although European stock markets generally rallied in January after December’s sharp falls, investor sentiment was blunted by further signs of economic slowdown. European Central Bank President Mario D...

Adviser-Hub 25th Feb 2019

Market Updates

The Week: Markets rebound; but why?

Markets re-found their footing this week with European stock markets hitting a three month high.

Adviser-Hub 14th Feb 2019

Article-Europe-01-smll2024 Market Updates

Europe market review: EU initiates Brexit contingency measures

Despite concerns that the eurozone’s economic expansion is showing signs of faltering, the European Central Bank confirmed that its programme of quantitative easing measures was ending at the...

Adviser-Hub 18th Dec 2018

Market Updates

Fed tightens rates

September 2018 US Treasury bond yields increased as investors awaited the next development in the trade war between the US and China. The yield on the ten-year Treasury bond rose as high as 3.1%, b...

Adviser-Hub 5th Oct 2018

Article-Global-04-smll2024 Market Updates

Italy’s spending plans raise eyebrows

September 2018 Having recovered slightly during September, share prices in Italy fell heavily at the end of September as Italy’s government raised eyebrows with a controversial budget. The go...

Adviser-Hub 5th Oct 2018

Article-Chart-03-smll2024 Market Updates

Europe market review: ECB remains supportive

April 2018 During April, the ECB confirmed that it would continue with its planned programme of monthly bond purchases until the end of September, and that asset purchases would carry on beyond thi...

Adviser-Hub 21st May 2018

Market Updates

Europe market review: Post-Brexit future of Northern Ireland remains in doubt

February 2018 European share prices generally fell in February, undermined by speculation that major central banks may be poised to tighten monetary policy more quickly than previously anticipated....

Adviser-Hub 14th Mar 2018

Market Updates

Global update: Sterling regains pre-Brexit levels

January 2018 The pound strengthened to its highest level against the US dollar since the Brexit referendum in June 2016, rising above US$1.40. Although sterling was lifted by weakness in the US...

Adviser-Hub 8th Feb 2018

Market Updates

Global update: A strong 2017 for global equity markets

December 2017 Although global equity market returns were relatively muted during December, annualised performance from leading equity indices was very strong. The US, Germany, Japan, Brazil and Ind...

Adviser-Hub 10th Jan 2018

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