APL

July was marked by sidewards moving markets. While the leading American index gained less than 1%, the Euro Stoxx 50 even lost more than 2% (both measured in EUR). Bonds from both regions made a positive contribution. While the markets weigh the continual opening of the economy against the again increasing number of Covid cases, Continue reading »

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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 »

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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 »

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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 »

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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 »

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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 »

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In February, the corona-virus epidemic has dominated global headlines. While falling case numbers in China initially eased the situation somewhat, share prices came under massive pressure after the middle of the month after the virus had also established itself in Europe, especially in Italy. The S&P 500 Index suffered the worst trading week ever in Continue reading »

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ICM AG – Market Report 2020/01 |

After a very positive year for investors in 2019, the global capital markets got off to a turbulent start to the new year. While the signing of the phase 1 trade deal between the USA and China was particularly celebrated in the first half of the month, this and all other economical topics were strongly Continue reading »

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European Award 2019 |

Once again, we have won a renowned award from the international finance magazine “The European” with our Alternative Equity Strategy (APL). The award “Best Performer Alternative Equity Strategy Europe” for the difficult stock market year 2018 is a confirmation of ICM’s work and the sustainability of the strategy, as well as an additional incentive to Continue reading »

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ICM AG – UPDATE |

Whether it’s blockchain, artificial intelligence or automation, the investment world is awash with technology buzzwords and evangelists hailing the next big thing. But are clients demanding exposure to these areas? ICM Asset Manager Michael Iten talks about the company’s stance on that question in the newest Citywire Magazine and also touches on the topic of Continue reading »

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