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10.12.25 - 16:00
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Staatsanleihen und Hartwährungen: Goldman Sachs AM erweitert Angebot um drei aktive Anleihen-ETFs (Das Investment)
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Goldman Sachs baut seine Palette an aktiven ETFs weiter aus. Drei neue ETFs sollen Anlegern Zugang zu Anleihen von staatlichen Emittenten bieten. Goldman Sachs Asset Management weitet sein Angebot an aktiv verwalteten ETFs in Europa aus. Die US-Vermögensverwaltung bringt drei neue Anleihen-Produkte auf den Markt, die an der Deutschen Börse gelistet werden. Weitere Börsennotierungen sollen folgen. Die neuen aktiven ETFs von Goldman Sachs AM Goldman Sachs Global Government Bond Active ETF, Goldman Sachs EUR Government Bond Active ETF Goldman Sachs Emerging Markets Hard Currency Bond Active ETF Fokus auf Staatsanleihen und Schwellenländer Der Goldman Sachs Global Government Bond Active ETF und der Goldman......
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10.12.25 - 10:36
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Berliner Investmentboutique: Bit Capital baut Führungsteam um (Das Investment)
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Die Berliner Investmentgesellschaft Bit Capital holt zwei neue Geschäftsführer. Gleichzeitig verlässt ein Mitgründer die operative Führung.Die Berliner Investmentgesellschaft Bit Capital strukturiert ihre Führung neu. Mitgründer Hendrik Krawinkel scheidet aus der Geschäftsführung aus und wechselt in den Beirat, wo er das Management künftig in strategischen Fragen berät. Seine Aufgaben übernehmen zwei neue Geschäftsführer: Peter Wibbe verantwortet Marketing, Vertrieb, Operations und Personal. Er leitete zuletzt das Single Family Office von Gründer Jan Beckers und arbeitete zuvor im Investmentbanking bei Goldman......
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09.12.25 - 21:45
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Goldman Reminds Clients Where Travel & Leisure Cracked First Ahead Of 2008 Crisis (ZeroHedge)
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Goldman Reminds Clients Where Travel & Leisure Cracked First Ahead Of 2008 Crisis
Goldman analysts led by Lizzie Dove examined how different segments within travel and leisure reacted to, and ultimately recovered from, the 2008-09 recession. Her analysis offers a valuable framework for identifying where consumer stress tends to appear first inside the travel space and whether today's warning signs in a K-shaped, bifurcated consumer landscape warrant closer scrutiny.
Buried in the middle of Dove's note on the cruise industry is an infographic showing that the downturn in the cruise industry tends to be late-cycle, whereas pullbacks in gambling, airlines, and hotels typically materialize much earlier - and right before the cycle begins to turn down.
Dove pointed back to the GFC crisis, where early in the downturn Vegas and airlines cracked first:
Vegas gambling revenue starts falling as early as Feb–Mar 2008
Airlines (enplanements) show declines by mid-2008
Then hotel demand dried...
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09.12.25 - 18:09
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Goldman Tracks "Lovely Polar Vortex Spinning Into Third Week" (ZeroHedge)
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Goldman Tracks "Lovely Polar Vortex Spinning Into Third Week"
Waking up across the Mid-Atlantic and Northeast on Tuesday morning, temperatures are hovering in the upper single digits in some spots, especially in interior areas west of the I-95 corridor. Those regions have already seen their first accumulating snow, marking an early start to winter.
Goldman sales trader Ranald Falconer updated clients on weather forecasts and natural gas markets, noting that persistent cold continues to grip the eastern half of the US, while the western part of the country is experiencing well-above-seasonal temperatures.
In the gas space, I just had a glance through Sam's note over the weekend; definitely worth a read if you are looking at gas dynamics into next year and beyond. Forecast short term in North America looks mild across the West Coast but well below in the East over the next 10 days; our lovely polar vortex looks to be spinning and behaving into the 3rd week of December, but it's s...
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