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The education of children and young people is something that means a lot to ETHENEA. That is why we support Ashia, a non-profit organization with the goal of helping destitute people, in particular children, in Cameroon. Their work focuses on constructing and equipping schools, orphanages and hospitals, as well as on educating the people and ensuring children with disabilities receive vital operations.

2020 is turning out completely different than what we expected only a few weeks ago. The current crisis has once again reminded us all that circumstances can change dramatically in a very short time. Always critically examining one’s position while remaining true to one’s fundamental convictions is proving vital, especially in uncharted territory in the capital markets. In our latest Market Commentary, Christian Schmitt looks at the distinguishing feature that lies at the heart of what ETHENEA has always done.

The coronavirus caught people’s public lives, the economy and the capital markets totally unprepared. Now central banks and national governments are trying to reduce the fallout to a minimum. In our latest Market Commentary, Martin Dreier, Senior Portfolio Manager and Head of Fixed Income, gives an overview of the extensive measures and packages we have seen to date.

In many respects, the coronavirus is leaving its mark. Public life, the economy and the capital markets have all been hit hard. "We are currently seeing a proverbial Black Swan with all its scope and consequences," says Michael Blümke, one of the Lead Portfolio Managers of the Ethna-AKTIV, Ethenea's flagship fund. The economic impact caused by the global spread of the virus and the measures taken to contain leave little doubt that a global recession is no longer probable, but certain.

This month marks the 20th anniversary of when the dotcom bubble burst. How did the bubble come about? Given the dominance of technology equities at the moment, are we running the risk of a repeat? In our latest Market Commentary Harald Berres looks at the origin of the “new economy” and what differentiates the situation then from the situation now.

Every quarter, the experts of ETHENEA hold a web conference to inform you about the positioning of the Ethna Funds, as well as the current situation on the markets. As a service to you, we have provided an overview of the central questions from our February web conference in this publication entitled CLEAR AND SIMPLE.