J’Accuse: No Whitewashing of Greenwashing
From the “risk” of (regulating) greenwashing to green-bleaching ?! Reflections on the call-for-evidence on greenwashing and on “green-hushing”
In the long run all inflation is transitory!
Are the currently strong rises in the overall price levels really just transitory, or are they here for the long-run? There is a lot of debate going on about this current run of inflation. Is the only possible conclusion: Inflation – Stagnation – Confusion?
Risk of a Jump in Inflation Increases
The second half of 2021 could see a sharp rise in inflation. This is shown by data from global purchasing managers’ indices. While the situation currently appears to be giving no cause for concern for central banks, prices in supply chains are already running high.
ESG Es geht um Ethik: “Fuzzy Ethics”
Erleichterungen nachhaltiger Investitionen durch die EU-Taxonomie-Verordnung? Reflektionen nach der Lektüre des Amtsblatts der Europäischen Union.
The Brits – Only European after all
Brexit held the promise that the great Britain would be free from the shackles of Europe. Well, the Brexit has come and gone, and the UK are becoming more and more European.
It Is Time for a Little Optimism
As a risk manager, one of the most important tasks is to recognize the danger in good times and to soberly analyze the future in bad. Times are currently bad – but from a purely analytical perspective, the outlook is changing. It’s time for some optimism.
Euro-Dogmatiker und Euro-Realisten
Dogmatiker des Euro stellen die pragmatische Niedrigzins-Politik der EZB als nicht mandatsgerecht in Frage. Dabei sind die niedrigen Zinsen überlebenswichtig für die hoch verschuldeten Eurostaaten. Eine Fortsetzung der aktuellen EZB-Linie scheint deshalb das geringere Risiko. Das dogmatische Durchsetzen höherer Zinsen könnte den Euro sprengen und stellt das größte Risiko für Anleger dar.
The Japanese Disease – And What We Can Learn From It
Ever since the financial crisis the “Japanese disease” has been on the minds of financial professionals. Japan has been living with rampant government debt combined with sustained low interest rates for more than a decade now. And we in Europe must now adapt to this regime as well.
The Sales Potential Formula
Anybody with an interest in the distribution of asset management products has made the observation that the sales success of a fund or other financial product in a market does not have a direct relationship to the resources that are being invested in the sales efforts. But what does determine the ultimate sales success?