Our experts bring you their latest insights about the capital markets.
Market Commentary | 04.02.2020
There is often talk of a bubble forming in bond markets, especially in the U.S. Jamie Dimon, CEO of JPMorgan Chase & Co, also recently gave his thoughts on this matter, and this has prompted us to discuss the topic. In our latest Market Commentary Dr Volker Schmidt discusses the bubble situation both in the U.S. and in Germany.
Commitment | 27.01.2020
ESG is the abbreviated version of ‘Environmental, Social, and Governance’, criteria that many investors use alongside financial factors in their investment decisions.
Market Commentary | 03.01.2020
Looking back on 2019, “Don’t fight the Fed” is a very fitting motto. What does this mean for 2020 and what positioning should capital investors adopt? In our latest Market Commentary, Michael Blümke deals with this as well as the striking parallels between the last decade and the year 2019.
News | 12.12.2019
Despite all of the gloomy predictions, for the stock markets, 2019 will be one of the best years in recent history. The global recession that was priced in at the end of last year has not materialised. Instead, despite the ongoing trade dispute, and with central bank support, the global economy has "muddled through".
Videos | 05.12.2019
More volatile bond markets make it more important than ever to actively select issuers from robust sectors and with solid business models. In our latest video, Martin Dreier explains the structured selection process that goes into each investment decision at ETHENEA. We invest with total conviction in securities selected in this manner.
Market Commentary | 03.12.2019
The latest rally in equities and the boom in corporate bonds surprised many investors – especially since the economic environment did not lay the foundation for these developments. So what did? Frank Borchers, Senior Portfolio Manager with ETHENEA, provides an explanation in our latest Market Commentary.