Reports & News

Find out on a quarterly basis how the values in our portfolio have developed

Expert knowledge & news

Our quarterly reports

Reports

Investment Review & Outlook | Q4 2024

In 2024, the services sector acted as the main growth driver, while industry—especially the German automotive sector—weighed on economic performance. A modest recovery of 0.8% ...
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Reports

Review of the year | 4th quarter 2024

In 2024, the services sector was the main driver of growth, while industry - especially the German automotive industry - weighed on the economy. Only ...
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Novum
Reports

Investment Review & Outlook | Q2 2024

The year 2023 was characterised by a number of global events that had a significant impact on the economic outlook and developments. In particular, the ...
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Reports

Review of the year | 4th quarter 2023

The year 2023 was characterised by a number of global events that had a significant impact on the economic outlook and developments. In particular, the ...
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Quartalsbericht_Novum_2Q_2023_D
Reports

Investment Review & Outlook | 2Q 2023

Global equity markets experienced a mixed quarter, where developed market indexes led with gains, while emerging market remained flatter and with negative returns. The enthusiasm ...
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Novum Post 1
Reports

Investment Review & Outlook 4Q 2022

2022 was a difficult year in many respects. The war in Ukraine, energy crises and the central banks' fight against inflation were the main causes ...
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