Wir glauben, dass niedrigere Zinsen die Bewertungen von Gewerbe- und Wohnimmobilien stützen werden. Wie können Anleger davon profitieren?
Although the US Federal Reserve kept rates unchanged this month, the direction of travel is towards easier policy. Whether this will be enough to restore corporate confidence and spending may depend as much on the president as the Fed.
Quickview: The US midterms have, as expected, seen the Democrats take the House with the Republicans holding the Senate. Our investment experts consider the implications for fiscal policy, trade, and the 2020 presidential election.
Interest rates are rising from their record lows and global growth is positive, but the financial crisis still casts long shadows
We still see scope for further interest rate rises from the Fed this year, following yesterday’s 25 basis point hike at the March meeting of the FOMC.
Core inflation looks likely to accelerate further, putting pressure on the Federal Reserve to keep tightening policy.