16 December 2024 | 1 min. readingtime
2024 has been a special investment year with a lot of unexpected twists and turns. Not only in the financial markets, but also from a macro-economic and geopolitical perspective. Will 2025 at last be business as usual again for investors, or should we continue to expect the unexpected?
With growth of around 3%, the global economy performed more or less as expected in 2024. However, the variations in regional growth were greater than expected. The US economy performed significantly better than expected, with an estimated growth of over 2.5% in 2024. US growth was also broadly supported, with business investment leading the way. With growth of less than 1%, the eurozone economy had another disappointing year, with higher exports and public spending but held back by low consumer spending and business investment. Lastly, China’s economy grew by less than 5%, slightly below the authorities’ growth target and well below the average in recent decades.
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03 June 2025 | 5 min. readingtime
Climate change and biodiversity loss are two sides of the same coin. At a.s.r. asset management, we are taking action on three fronts to address these two pressing issues.
21 May 2025 | 5 min. readingtime
1.5°C was the crucial limit to avoid the most catastrophic consequences of climate change. There is now a growing awareness that this goal is rapidly moving out of sight. That means something to humans and the planet.
08 April 2025 | 2 min. readingtime
In March, stock markets worldwide yielded sharply, with U.S. equities again the biggest laggard. Meanwhile, interest rates on European government bonds rose.
