Market analysis: January 2026
🌍 1. Macro in 5 sentences 📈 2. Stock markets & ETFs Global equities Market drivers ETF outlook 🧾 3. Funds 🏦 4. Bonds 🛢️ 5. Commodities 🥇 6. Precious metals ₿ 7. Cryptocurrencies 🧭 8. What does that mean…
Read more →January 2026: iShares MSCI North America (IE00B14X4M10)
✨ Why this ETF is in focus in January The start of 2026 will continue to be strongly characterised by the US economy and the major North American companies. After a robust stock market year in 2025, driven by technology, communications and consumer...
Read more →Annual analysis 2025
1. macroeconomic overview 2025 The year 2025 was characterised by a mixture of moderate economic recovery, stabilising inflation rates and increasingly cautious monetary policy on the part of the major central banks. Inflation & monetary policy Summary: 2025 was the first year...
Read more →Market analysis: December 2025
🌍 1. Macro in 5 sentences – US tariff policy triggered strong fluctuations throughout the year, but markets calmed down significantly towards the end of the year. – Inflation remained elevated but under control, allowing the Fed to…
Read more →December 2025: iShares Global Inflation-Linked Government Bond (IE00B3B8PX14)
✨ Why this ETF is in the spotlight in December December is a good time to end the year with a look at inflation-linked bonds. Inflation-linked bonds adjust their coupons and repayments to the actual price development...
Read more →15/12/2025: NEW Issuer Risk Page
Issuer risk at a glance: Wikifolio certificates are issued by Lang & Schwarz Aktiengesellschaft (L&S). This means that there is always an issuer risk - i.e. the risk of the issuer becoming insolvent. L&S has established a collateralisation solution for this, which largely protects investors...
Read more →12/12/2025: NEW deep-dive topics
Every month, we take a look behind the scenes of the most important market and future topics. My Topics Deep-Dive will now be published regularly in the middle of the month and will provide you with compact insights, clear categorisations and exciting trends - understandable,...
Read more →Market analysis: November 2025
🌍 1. Macro in 5 sentences – Markets remained volatile in November as uncertainty over US tariff policy continued to weigh on them. – At the same time, inflation data improved slightly, raising expectations of a first interest rate cut in December…
Read more →November 2025: iShares MSCI World Momentum (IE00BP3QZ825)
✨ Why this ETF is in focus in November November is a good time to look at factor strategies based on clear market trends. The momentum factor pools companies that have shown above-average share price performance in recent months.
Read more →Market analysis: October 2025
🌍 1. Macro in 5 sentences – October was characterized by a significant recovery in risk appetite after the turbulent preceding months. – Markets reacted positively to initial signals that US tariff policy could be less restrictive…
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