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Comgest portfolio manager Wolfgang Fickus remains bullish about stock market heavyweights Novo Nordisk and ASML. In an interview with Börsen-Zeitung, he explains his focus on long term growth companies.

DZ Bank is positive about the stock markets in the coming year – and sees the Dax reaching 21,500. The bank's analysts also expect an end to the inverted yield curves on the bond markets. And DekaBank is optimistic on the prospects for equities in 2025 as well.

Maintal-based Norma Group aims to reduce its reliance on the automotive industry over the medium term, placing a strong emphasis on other business segments, notably its water business.

Structural change in the automotive industry is threatening the jobs of many skilled workers. An example from Turin shows that there are other areas of employment for such people, such as the shipping industry. Unfortunately, however, the happy story from the Fiat metropolis is not the norm.

Institutional investors such as pension funds and insurers have so far given start-ups a wide berth in Europe. A study by London-based venture capital firm Atomico shows that this is particularly the case in the DACH countries.

The latest ECB Financial Stability Review warns of the consequences of potential trade conflicts for financial stability. Even if the name is not mentioned, it is clear that future US President Donald Trump is causing concern.

The European Investment Fund manages 40 billion euros, which it invests in venture capital, private equity and other private markets funds. In the podcast ‘Betting Billions’, Uli Grabenwarter explains the EIF's private markets strategy.

Open-ended real estate funds are coming under increased scrutiny. Higher interest rates compared to a few years back, and changes in the market such as demand for office space, are leading to devaluations and fund outflows.

The Brazilian start-up Hashdex has big ambitions as an international specialist provider of crypto index products. In an interview with Börsen-Zeitung, Head of US and Europe Bruno Sousa gives an insight into the company's plans.

The President of the German Association of Seaport Operators has called for more federal funding of port infrastructure. She would like higher infrastructure spending to be addressed in the coalition agreement of the next government.

After the premature end of the traffic light coalition government, new elections are on the way in February. Any future government will need a thriving economy in order to fulfill its promises.

Ulrike Malmendier, member of the German Council of Economic Experts, says that the jury is still out on whether the end of the Ampel coalition government will slow down the economy in 2025. With regard to the election campaign, she expects inflation to be a theme – just as it was in the recent US election.

In a challenging environment, with escalating government debt and structurally higher inflation, asset protection is becoming increasingly important. Guy Wagner, CIO of Banque de Luxembourg Investments, favours a quality investing approach for equities, and inflation-linked securities for bonds.

Despite many uncertainties, asset manager DWS is optimistic about the prospects for European equities next year. And it expects the European Central Bank to go through a series of five interest rate cuts by the end of 2025.

Space startup The Exploration Company has completed a 150 million euro Series B funding round. Founded in 2021, the company is developing capsules designed to transport cargo to and from Earth.

Online platforms for pet sitting are booming. Not only is demand growing in the sector, but the pressure to consolidate is also increasing as the number of providers grows. Which is good for those who have financially strong investors behind them.

With Finvia Sports, Oliver Bierhoff wants to advise professional athletes on wealth management, and also open up the sports asset class to a broader range of investors.

In an interview with Börsen-Zeitung, Deka Chief Economist Ulrich Kater looks at the potential impact of President Trump's plans for tariffs, and the urgent need for Germany to enact economic reforms.

The election of Donald Trump as the next US President has already triggered significant reactions on the financial markets. The threat of tariffs, and possible military action against Iran, could mean a bumpy ride for global equity markets in 2025.

The current financial year is running ahead of expectations for Hapag-Lloyd. In an interview with Börsen-Zeitung, CFO Mark Frese discusses the geopolitical impact on trade flows, and the outlook for freight rates.

The end of the coalition government has implications for the future of Commerzbank. Depending on the election outcome, Unicredit could benefit from reduced political opposition to a takeover.