Рубрика: Английский
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Commodity Analysis: June 2026
🛢️ Oil Market The supply side is significantly influenced by OPEC+ production decisions, which are attempting to support prices through output cuts. At the same time, US oil production is rising to record levels, increasing global supply and counteracting OPEC+’s price pressure. On the demand side, global economic growth is weakening, particularly in China and…
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📉 Drawdowns & Behavior in Crises
🧩 What is a Drawdown? A drawdown describes the decline of a portfolio from its last peak to its trough. It measures how much a portfolio has fallen in the interim, regardless of its long-term performance. 👉 Drawdown = temporary loss from the peak Drawdowns are normal, unavoidable, and a natural part of any long-term…
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Стратегия инвестирования в компании с малой капитализацией и стоимостным подходом
🧭 Background & Context The Small-Cap Value strategy invests in small, undervalued companies with the aim of benefiting from their long-term price recovery. Historically, this approach has generated excess returns compared to the overall market, attributed to higher risk premiums and inefficiencies in this segment. However, during periods of economic uncertainty or rising interest rates,…
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ETF или паевой инвестиционный фонд: почему простой ответ часто оказывается недостаточным
The argument seems clear: ETFs are more cost-effective ETFs are more transparent ETFs outperform many funds in the long term These statements are correct – but not complete. The Real Comparison The discussion is often simplified to: ETF or fund The crucial level is missing: the market environment and the context of use. When ETFs…
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Почему планы сбережений в ETF часто приносят меньше результатов, чем ожидалось на практике
ETF savings plans are considered one of the simplest methods for long-term wealth building. The basic idea is compelling: invest regularly, balance out fluctuations, and profit over the long term. In practice, however, a different picture often emerges. The real problem isn’t the ETF ETF savings plans work very well technically. The deviation doesn’t arise…
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Why ETFs Can Cost You Money – And Why Almost No One Understands It
ETFs are considered one of the most efficient ways to build wealth over the long term. They are cost-effective, transparent, and reliably track markets. These arguments are correct. Nevertheless, a crucial point is often overlooked. An ETF tracks the market – but the market does not move consistently. Average Return vs. Actual Performance Average returns…
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Анализ процентных ставок: июнь 2026 года
📊 Inflation & Prices Inflation in Germany moderated slightly in May 2026, coming in at around 2.6 percent year-on-year according to preliminary estimates, down from nearly 2.9 percent in April. While energy prices remain a key driver, their upward momentum has weakened significantly. Services continue to show above-average price increases of over three percent, largely…
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Анализ рынка: май 2026 года
Macro in 5 sentences Global interest rates show a stable trend, while inflation remains moderate and within central banks' target range. Economic growth is experiencing a slow but steady recovery, supported by government investment and consumption. Market sentiment is cautiously optimistic, as investors anticipate positive corporate earnings. However, geopolitical tensions and supply chain issues remain…
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📊 Рыночная капитализация
The size of a company at a glance Market capitalization (“market cap”) is one of the most important metrics in the financial markets. It shows the total value of a company on the stock exchange and serves as a measure of size, importance, and comparability. Investors use it to classify companies and develop investment strategies.…
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📉 Цены на нефть резко падают
📘 Basics Oil prices are currently in a significant downward trend, driven by a global oversupply and subdued demand from major industrialized nations. Recent economic data from the US and China indicate weaker economic momentum, reinforcing expectations of lower crude oil demand. At the same time, producing countries have not reduced their output as hoped,…
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Последние публикации
- Market Pulse: The longer the maturity, the steeper the discount when rates move. Understand the compound…
- Market Pulse: Lower risk, lower return. That’s the bond trade-off. Government vs. corporate—pick your…
- Market Pulse: Bonds stabilize your portfolio with predictable income, but only if you understand coupon…
- Market Pulse: Don’t confuse bonds with savings accounts. Rising rates mean instant paper losses on holdings…
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