The positive development in the financial markets continued also in June, on average. However, it became clear that just looking at the broad indices is insufficient to intercept the entire market picture. While e.g. the S&P 500 Index has made up most of its losses since the Corona crash, many sectors and especially the so-called Continue reading »

I-C-M | Blog

Investor risk appetite continued to return to the markets over the course of the month. At times, you could clearly see a sector rotation in the stock market, in which investors bought the heavily penalized sectors such as tourism or the automotive industry and exercised some caution with the large-cap US tech stocks. However, volatility Continue reading »

I-C-M | Blog

In the fastest devaluation of the stock markets in history, most of the leading indices reached their lows on March 20, 2020. The weeks after, and also the reporting month of April, were characterized by a rapid recovery. The support programs communicated by the global central banks created confidence and tailwind in the stock markets, Continue reading »

I-C-M | Blog

The month of March was all about the continued spreading of the corona virus. Globally, various countries followed one another and declared a national emergency because the virus had hit not only Europe but also the United States with full force. The longer the situation was underestimated by politicians and government officials, the more drastic Continue reading »

I-C-M | Blog

ICM AG – UPDATE |

A couple of days ago we met some business partners in Bratislava to inform them about some news within ICM. Accompanied by these turbulent times around corona-virus, it was a difficult but also interesting timing to talk about investment opportunities. The launch of our conservative structured products strategy (AESC) this month is, in our view, Continue reading »

I-C-M | Blog