Independent asset managers expect negative interest rates to fall further and are gearing themselves accordingly - also with equities. The latest Aquila Asset Manager Index (AVI) shows how asset managers are dealing with rock-bottom interest rates.

Last week brought a lot of news, but little encouraging. The Fed reduced the key interest rate by 0.25%, but did not meet the expectations of market participants. In addition, the trade conflict USA - China continues to escalate.

The global economy has lost further momentum. How do you think monetary policy will react?

The current situation of the US unemployment rate is not a good omen for the US stock markets. In addition, the trade war continues to weigh on the stock markets. How should the current situation regarding equity weighting be assessed?

The escalating trade war is weighing on the stock markets. The USA and China are flexing their muscles. Our assessments of the current events surrounding the trade war.

Independent asset managers expect negative interest rates for another two years and are looking ahead to difficult times. This is the result of the latest Aquila Asset Managers Index (AVI).

Marked increases in oil prices and stock markets characterize April. By contrast, the global economy is sending out contradictory signals. Assessments of current developments.

There are initial signs in the USA and China that the decline in growth may already be over. However, Europe continues to disappoint and the Brexit decision has been delayed.

How is the slight cooling of the global economy affecting monetary policy and the markets?

Central banks react to economic slowdown and support stock markets. The manufacturing sector in particular is showing its weak side, while the services sector is still holding up quite well. Our assessment of the current situation.

Unfortunately, a global, largely synchronous growth slowdown is currently taking place. Gold investments could be interesting.

The Chinese economy has cooled significantly. Investment strategies that do not position themselves robustly against lower Chinese growth are at high risk. We show that caution is warranted in the short term.