Our experts bring you their latest insights about the capital markets.
Videos | 05.11.2019
Immerse yourself in the world of ETHENEA and watch the Portfolio Management Team at work. This video was produced in co-operation with IPConcept and the “Fonds im Fokus” platform.
Market Commentary | 05.11.2019
To many investors it increasingly seems that there’s no alternative to equities because interest rates are non-existent. Even so, hardly any money is finding its way into equity markets as yet. In our latest Market Commentary, Harald Berres and Christian Schmitt explain how ETHENEA found a way into equity markets and what the way forward looks like.
News | 28.10.2019
In addition to maintaining stable prices, the objective of the U.S. Federal Reserve is to promote full employment. However, it is currently facing an employment slowdown in the non-farm payroll sector and declining retail sales. External risk factors, such as Brexit and the U.S. - China trade dispute, appear to be on the verge of a solution, albeit not immediately.
Videos | 04.10.2019
Do unicorns exist? ”Yes, they most certainly do!” asserts our Senior Portfolio Manager Christian Schmitt. With their deep pockets and aggressive expansion strategies, they are posing an ever-greater threat to the business models of long-established companies. This causes structural distortion in markets. Find out in our latest video what criteria can steel the Ethna-DYNAMISCH against these distortions.
Market Commentary | 02.10.2019
This September saw stress in the US interbank market, putting financial institutions into jeopardy for a time. What caused this and what conclusions can be drawn? Martin Dreier answers these questions in our latest Market Commentary.
News | 17.09.2019
Not even the Fed's first interest rate cut in July was able prevent the mood of purchasing managers in the U.S. manufacturing sector from entering negative territory. The new trade tariffs with China that came into force on September 1 - and those planned for later in the year - are definitely continuing to unsettle the managers. This increased uncertainty in the manufacturing sector has fuelled fears of an approaching U.S recession, with the inverted U.S. yield curve delivering yet another warning signal.