Our experts bring you their latest insights about the capital markets.
Ethenea TV | 04.09.2019
The latest tariff increases marked a new phase in the trade conflict. China’s additional, calculated devaluation of the yuan is a clear shot across the bows to the US that it means to use the currency as a weapon. In our latest video, Frank Borchers explains what this means for the management of the Ethna-AKTIV.
Ethenea TV | 02.08.2019
The Fed has recently cut the benchmark rate by 0.25%. In our latest video, Harald Berres, one of the Lead Portfolio Managers of the Ethna-DYNAMISCH, goes into the factors that led the central bank to take this step.
Ethenea TV | 03.07.2019
The price of gold reached a significant high recently. In our latest video, ETHENEA Senior Portfolio Manager Michael Blümke gives our assessment of the increase in the precious metal, what tactical implications this has within the Ethna-AKTIV portfolio and what our long-term strategy is in relation to gold.
Ethenea TV | 06.06.2019
The trade war between the US and China again escalated in May, not without consequences for global capital markets. Frank Borchers, Senior Portfolio Manager at ETHENEA, explains in our latest video what effects the dispute is having on corporate bonds, in which the Ethna-AKTIV predominantly invests.
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.
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.