Insights
Our experts bring you their latest insights about the capital markets.
News | 27.03.2025
The 25 per cent import tariff on non-US cars and car parts appears to be just the beginning. On 2 April, the world's eyes will be on the US, where President Donald Trump has announced reciprocal tariffs in retaliation for trade barriers in other countries.
News | 12.03.2025
ETHENEA honoured as the best Luxembourg asset management company for 2025
Market Commentary | 05.03.2025
The first weeks of Donald Trump's second term in office have already brought far-reaching geopolitical and economic changes. Trade conflicts, inflation dynamics and monetary policy decisions are modelling the market environment - but what does this mean for investors?
Market Commentary | 28.01.2025
How will the US government continue to support the economy? The Fed could play a central role here. The Inflation Reduction Acts and the tech boom will not be enough in the long term.
Market Commentary | 23.12.2024
The road to 2025 is like a mountain hike: fog clouds the view, stony paths and steep climbs await us. But our goal is clear - the best possible returns with manageable risk. With flexible management and a clear strategy, we are aiming for the summit, where sunshine and a fantastic view await us.
News | 19.12.2024
When making investments, ETHENEA seeks dialog with the management of the companies in which it invests. We use our voting rights at general meetings as an additional means of communication.
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