Our experts bring you their latest insights about the capital markets.
Market Commentary | 06.10.2021
The huge differences in the performance of the value and growth investment styles are constantly on investors’ minds. In our latest Market Commentary, Christian Schmitt explains why we have not seen a long-term trend reversal from growth to value as well as what the value trap is for investors.
Market Commentary | 02.09.2021
The speeches at the annual Jackson Hole Economic Policy Symposium are usually ideal opportunities to announce important information or a policy change, so there were high expectations of Jerome Powell’s speech this year too. In our latest Market Commentary, Dr. Volker Schmidt describes what is happening with U.S. central bank policy and what the risks are.
Market Commentary | 03.08.2021
Emotions and experience guide how we act in many situations, and investors are not entirely exempt. In our latest Market Commentary, Michael Blümke discusses the pitfalls of decision-making and how we avoid them in our investment process.
Market Commentary | 02.07.2021
Battery technology, the hydrogen economy and blockchain technology are themes that have recently caused a stir – in some cases akin to hype – on the stock markets. Looking to the past, we see that hype situations always play out in a similar way. There is a pattern to them. In our latest Market Commentary, Philip Bold explains what we can learn from them for investment in hyped themes.
Market Commentary | 07.06.2021
The response of central banks across the world to the coronavirus crisis has been monumental. Now, the calls for monetary support to be tapered in light of the fact that the economy is recovering and valuations are high in all markets are starting to become louder. While some central banks are already taking steps in this regard, the major central banks are reluctant. In our latest Market Commentary, Tobias Burggraf explains what monetary policy lessons central banks could learn from marathon training.
Market Commentary | 04.05.2021
Everybody is talking about reflation. But what does reflation actually mean, and how does it differ from inflation? In our latest Market Commentary, Dr. Andrea Siviero looks at these differences and the impact a reflationary environment has on capital markets.
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