EDURAN Spotlight
February 2, 2025. Capital Market Overview: Friendly equity markets and falling credit spreads, but with a simultaneous tightening of financing conditions.
EDURAN Spotlight
December 7, 2024. An interview in the Tagesanzeiger supplement “Future of Finance” on the topic of asset management with Thomas Dubach of Eduran AG.
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H1 2024. “Focus on Interest Rates”. Inflation seems defeated – or is it not? Interest rate cuts are expected and are driving prices up. Uncertainties remain.
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2nd half of 2023. “Bear Hunt”. Cautious market participants and easing inflation bring year-end rally. The bear is being hunted, but has not yet been shot.
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1st half of 2023. “The Magnificent Seven”. The rise in interest rates clouds the economic outlook and paralyzes the stock market – but a few titles help to look beyond the misery.
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4th quarter of 2022. “Recession”. The interest rate turnaround is on the horizon and a possible recession is hardly discounted by the market: The coming quarter should provide clarity.
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Q3 2022. “Pivot or not.” Higher interest rates to combat inflation increase recession potential. China without lockdowns could further fuel inflation.
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Q3 2022. “Pivot or not”. Higher interest rates to combat inflation increase recession potential. China without lockdowns could further fuel inflation.
EDURAN Navigator
February 2, 2025. Capital market overview: Friendly stock markets and falling credit spreads, but with a simultaneous tightening of financing conditions.
EDURAN Navigator
Q3 2022. “Pivot or not”. Higher interest rates to combat inflation increase recession potential. China without lockdowns could further fuel inflation.