Our experts bring you their latest insights about the capital markets.
Ethenea TV | 07.05.2019
In our latest video, Harald Berres, Lead Portfolio Manager of the Ethna-DYNAMISCH, deals with the question of whether and to what extent equity markets still have potential for further price increases after a furious first quarter in 2019.
Market Commentary | 06.05.2019
In our latest Market Commentary, our portfolio management team evaluates the credibility of statistics and estimates from the U.S. and why they should often be treated with caution.
News | 30.04.2019
Ethenea is in the process of reorganising the portfolio management of the Ethna-Defensiv. With this, the company founders, Luca Pesarini and Arnoldo Valsangiacomo, will take over the lead portfolio management of the fund and, therefore, more responsibility in the day-to-day Business.
Ethenea TV | 04.04.2019
In his role as Senior Portfolio Manager, Dr Volker Schmidt assists with composition of the Ethna-AKTIV bond portfolio. In our latest video, the bonds expert goes into how a positive performance contribution is currently possible with bonds.
Market Commentary | 04.04.2019
There are signs that the US will enter a recession in the coming 12 months. In our latest Market Commentary, Guido Barthels explains that, contrary to this widely held view, a soft landing is quite possible and one therefore shouldn’t blindly follow the herd.
News | 07.03.2019
Today, the ECB followed the recent move by the OECD and announced a downwards revision in its 2019 growth estimate for the eurozone, lowering it from 1.7% to 1.1%. During his press conference, Mario Draghi added that although the eurozone economy is still expanding, it is doing so at a weaker pace. This adjustment coupled with a reduced inflation forecast led the ECB to announce an additional TLTRO (Targeted Longer-Term Refinancing Operation) to provide banks with continued cheap funding.