Market Thoughts Archive

Negative interest rates are spreading

Negative interest rates are spreading

Posted on February 05, 2020
Negative or close to zero interest rates are spreading across the developed world. Now 38 German banks impose it on clients while some financial institutions started to use such a rate in the Netherlands too. We don’t expect this trend to turn over.

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The problems of an ageing population

The problems of an ageing population

Posted on January 29, 2020
Global population is aging fast. According to OECD, by 2060 there will be 9 seniors for 10 working-age people in some countries. This will lead to serious socio-economic changes and pension problems. To get through them, higher taxes and private pensions may be inevitable.

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Keep an eye on gold in 2020

Keep an eye on gold in 2020

Posted on January 22, 2020
Gold went up almost 20% last year, and we expect it to go even higher in 2020. Interestingly, this skyrocketing happened during a period when stocks broke records as well. How come? Although stock markets are performing strongly, there are financial uncertainties that can help the always trustworthy gold. This won’t change this year either.

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Tesla is winning in the car industry

Tesla is winning in the car industry

Posted on January 08, 2020
Tesla had an interesting 2019. They started with serious setbacks and losses, but at the end of the year they showed that they can generate profits and meet their promised production. The brand is a roller coaster for investors now, but it may be more successful in the future.

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