Daily News Start your day by reading Morning Coffee News and you will be on top of all the major current developments on the world's financial markets. Our English-language Morning Coffee News Asia gives you a daily overview of all movements on the Asian financial markets. Read Morning Coffee News Asia Read Asia Fixed Income daily All VP Bank Market News Here you'll find all financial news of the following categories: News from the financial markets Spot analysis Investment ideas Economic Outlook Our View News from the financial markets Spot analysis Investment ideas Economic outlook Our View 2021 News from the financial markets 19.11.2021 Dollar and franc flying high … for now The US dollar and the Swiss franc have recently gained ground against the euro. The economic risks associated with today’s supply-chain bottlenecks and shortage of materials are lending support to the so-called “safe ha-ven” currencies. Once the flow of goods gets back to normal, both currencies can be expected to weaken. Read more Our View 09.11.2021 The Fed has learnt from the past The Fed will start reducing its bond purchases in November. Anyone who was surprised by this must have been living in a filter bubble over the past few months. The markets were well prepared, and there were no major price movements. Read more News from the financial markets 28.10.2021 Impending sea change in monetary policy As the Covid crisis gradually wanes and inflation risks increase, monetary policy will inevitably be-come more restrictive. At its upcoming Novem-ber meeting, the Fed will likely decide to trim its monthly securities purchases, whilst in Europe the probabilities are that the European Central Bank (ECB) will discontinue its pandemic emer-gency purchase programme (PEPP) as of March. For investors, this should not (yet) be a cause for concern. Read more Investment ideas 21.10.2021 Thematic investing: Health and demographic change Given the pressing issues surrounding climate action, the social aspects of sustainability are often overlooked. Yet the themes “health" and “ageing society” offer opportunities for investors. Read more Our View 12.10.2021 The next round of catch-up effects is already waiting Rising energy prices are currently dominating the daily headlines. The skyrocketing gas prices have now even put politicians on the spot. The central banks, however, are not yet letting this upset them. Read more News from the financial markets 22.09.2021 The big questions about Evergrande The impending bankruptcy of the Chinese real estate conglomerate Evergrande has for a long time preoccupied the Asian stock markets only. Recently, however, concerns about a contagion of the global financial system came to the fore. Evergrande is heavily indebted and it is likely to miss interest payments. While the company announced today, Wednesday, that it would make the interest payment on a local bond, no details were given on the offshore bond, which is held by international investors, due this week. Read more News from the financial markets 20.09.2021 China’s battle against inequality Investors have been unsettled in recent weeks by a slew of new regulations imposed by the Chinese government. After this price adjustment initially weighed only on local markets, fears of possible consequences spread to global stock exchanges today. Here we look at the impact of these changes on Chinese equities and bonds. Read more News from the financial markets 15.09.2021 No change of direction expected after Germany’s federal election Germany’s political parties like to characterise the upcoming federal election as a critical moment of choice between competing policy directions. We disagree. The agenda for the new legislature is already largely fixed, and the new government will have little scope for altering it. In this situation we do not expect the election result to have a significant impact on the financial markets. Read more Our View 14.09.2021 Focus on China The economic recovery globally is progressing despite persistent supply bottlenecks. At the same time, leading central banks are keeping a steady hand for now. However, equity investors are looking to China. Read more Investment ideas 01.09.2021 Investing in the green and social transition It is possible to achieve returns and to help meeting sustainability goals at the same time. We have identified five thematic buckets for sustainability oriented investors and present suitable investment solutions. Read more Investment ideas 01.09.2021 Thematic investing: Environment and climate action The consequences of 200 years of industrialisation, based primarily on fossil fuels, are having a destructive impact on the natural environment, climate, environment and biodiversity. Urgency is needed to avert or mitigate lasting damage. This is opening up unique investment opportunities. Read more Our View 10.08.2021 Recovery ahead Companies are reporting results above projections, but are trying to steer investors' expectations in a more realistic direction. Most markets have weathered this well so far, as well as uncertainty about regulatory intervention in China or higher inflation rates. This shows: The economic recovery is on track despite stumbling blocks. Read more Our View 13.07.2021 Economic risks have not disappeared The vaccination campaign is making progress worldwide, now also in emerging countries. This takes some fear out of the delta variant of the Coronavirus. Nevertheless, economic risks are being discussed more intensively again. We are familiar with this: Even in summer, it's worth keeping an eye on the weather radar. Read more News from the financial markets 09.07.2021 Special Case China China likes to present itself as an emerging market economy rather than a developed one. But the rest of the world sees things differently. There are five good reasons why China no longer qualifies as a typical emerging market. Read more News from the financial markets 05.07.2021 VP Bank Corona-Crisis barometer reaches initial level Global industry looks ahead to glittering new orders are moving forward. Life is increasingly returning to normal in the face of a low incidence of infection. Read more News from the financial markets 01.07.2021 Yields are not hurting equities yet Start-of-year optimism has paid off for investors. Life is still dominated by the pandemic, but large parts of the economy are in action again. Plunging activity seemed to herald even greater economic pain, but this has been warded off by ultra-expansionary central bank policies and massive fiscal relief. Read more News from the financial markets 28.06.2021 US inflation: No major threat – unless… The annualised US inflation rate has spiked in recent months, with the May reading of 5% far exceeding economists’ estimates. Many investors now fear that the pace of consumer price increases will remain at an elevated level – a concern that would only turn out to be justified if today’s short supply of willing workers becomes a lasting factor in the labour market. Read more Investment ideas 18.06.2021 Chinese bonds offer attractive yields The Chinese bond market is the second largest in the world. And yet, it has received little attention from international investors until now, even though Chinese bonds represent an interesting portfolio supplement. Read more News from the financial markets 15.06.2021 Emerging markets reappraised The importance of emerging markets has increased economically and politically in recent decades. Our ranking shows which of them are particularly attractive. Read more Our View 08.06.2021 Let summer begin With high vaccination rates and restaurants open, the next phase of the post-pandemic recovery has begun. As welcome as this development is, it is causing headaches for the central banks in the advanced economies. Can they manage an orderly exit of their extraordinary monetary policy? Read more Our View 12.05.2021 Good news, but too much at once? Full order books in the manufacturing industry, consumers eager to spend and the prospect of easing: The economic recovery is picking up speed. So much so that there are bottlenecks in the supply chains and prices are rising. This is where the Fed comes into play. Read more News from the financial markets 05.05.2021 Manufacturers face component shortages Reports of scarce raw materials and components abound, and apparently the economic upswing is being restrained as a result. In the following, we discuss the reasons for the multitude of supply bottlenecks, the risks arising from the related shortages, and the consequences this unusual development can have for companies and investors alike. Read more Our View 14.04.2021 Vaccination progress sets the pace One year after the start of the Corona pandemic, it is still dominating our lives and the financial markets. What matters now is the vaccination rate. The faster the vaccination, the better. Read more News from the financial markets 07.04.2021 From cash to digital euro Various central banks are looking into the possibility of introducing their own digital currency. The concepts differ considerably in some cases. The European Central Bank (ECB) wants to make the digital euro available to companies as well as private individuals. Is that a bridge too far? Read more Investment ideas 01.04.2021 Stocks for the post-Covid economic upswing Although equity markets have already risen, the impending economic recovery still presents investors with compelling opportunities. Read more Our View 10.03.2021 Why rising interest rates are a good sign The rise in interest rates in recent weeks has raised questions. Was the increase driven by growth optimism or inflation concerns? Are higher interest rates putting the brakes on the equity bull market? These questions will shape the discussions among investors in the coming weeks. In our view, the positive interpretation will prevail. Read more Investment ideas 11.02.2021 Higher potential return despite lower risk It pays to think outside the box. Although credit spreads on Corporate Bonds have narrowed con-siderably of late, Insurance-linked Securities continue to afford an attractive yield profile as well as an interesting means of diversification. Moreover, thanks to their variable coupons, they protect against interest rates risk. Read more Our View 10.02.2021 The Fear of missing out Extreme price swings as in the US stock Gamestop and contagions with the mutations of the Corona virus are a reminder to protect the portfolio for short-term setbacks. Read more Investment ideas 03.02.2021 Use dividends as a guide The economic fallout from the global health crisis has hit dividend investors particularly hard. Concerns about yet another difficult business year have led to a sharp drop in dividend expectations, especially in Europe – too sharp, in our opinion. Read more News from the financial markets 01.02.2021 Is inflation on the verge of flaring up? Across the globe, central banks and govern-ments have deployed immense sums in effort to counter the economic fallout from the corona-virus pandemic. As a result, some investors are fearing that a significant rise in inflation lies ahead. We believe this is premature. Nonethe-less, demographic change could itself lead to higher inflation rates. Read more Our View 12.01.2021 Banking on the recovery Financial markets have started with confidence into the new year. A hard Brexit has been avoided and the signs for 2021 are in favour of a recovery despite the high Corona case numbers. Read more 2020 2019 2018 2017 More information in ProLink With the ProLink information platform intermediaries have access to detailed information on market developments. Go to ProLink Contact us Contact us simply by telephone or by using the contact form. 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