归档： Publications

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3月 23

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MARKET INSIGHT: March 2023

January’s optimism crumbles in the face of reality.
As we discussed last month, investors were perhaps a little too hasty in giving way to optimism and embracing the prospect of a
sharp recovery in the financial markets.

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2月 23

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MARKET INSIGHT: February 2023

Investors prefer the glass-half-full option across the board!
So market participants have chosen to enter 2023 putting their doubts behind them.

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1月 23

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MARKET INSIGHT – January 2023

Positive signs on inflation should not be ignored.
Overall, the trends noted throughout 2022 continued in December, with volatility, doubts and uncertainty again dominating.

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12月 22

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MARKET INSIGHT – December 2022

Global economic turmoil and the challenge of optimal resource allocation.
Main goal of economy unchanged.

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11月 22

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MARKET INSIGHT – November 2022

Investors still can’t look beyond the short term.
October was no different from the rest of 2022 for financial markets, with erratic movements in interest rates and on the main stock exchanges.

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10月 22

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MARKET INSIGHT – October 2022

Currency volatility further complicates the situation.
The return from the summer break has in no way meant a return to tranquility for investors (to say the least!). This has mainly been because of renewed weakness on the bond markets and geopolitical uncertainties that show no signs of diminishing.

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9月 22

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Solar Market Analysis

Solar segment growth has picked up since 2019/20 and should clearly accelerate, and not only in Europe, because of the Energy crisis due to the Russian Gas crisis.

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9月 22

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MARKET INSIGHT – September 2022

Feeling the effects of another shift in investor psychology.
We have grown accustomed to swift and substantial changes in investor sentiment over the past nine months, both on the economic front and with respect to financial markets.