Our experts bring you their latest insights about the capital markets.
Market Commentary | 06.05.2019
In our latest Market Commentary, our portfolio management team evaluates the credibility of statistics and estimates from the U.S. and why they should often be treated with caution.
Market Commentary | 04.04.2019
There are signs that the US will enter a recession in the coming 12 months. In our latest Market Commentary, Guido Barthels explains that, contrary to this widely held view, a soft landing is quite possible and one therefore shouldn’t blindly follow the herd.
Market Commentary | 05.03.2019
In our third Market Commentary of 2019, Guido Barthels, Senior Portfolio Manager at ETHENEA, takes a look at the liquidity of bond markets and the reasons for the current liquidity bottlenecks for corporate bonds. What does this mean for portfolio management and what is the market environment like in our neighbouring countries?
Market Commentary | 05.02.2019
In our latest Market Commentary, Guido Barthels, Senior Portfolio Manager at ETHENEA, explains why, despite the gloomy prospects for global economic growth, all is not lost. However, investors must still reckon with volatility.
Market Commentary | 08.01.2019
Hindsight is always 20/20. So at the beginning of the new year, we usually look back on the year gone by. How did 2018 go and what could affect the financial markets in 2019? Senior Portfolio Manager Guido Barthels sums it all up.
Market Commentary | 05.12.2018
On 23 June 2016 the UK voted to leave the European Union. The protracted withdrawal negotiations finally came to an end on 25 November 2018, or at least the EU and the UK government hope so. Now it’s the UK Parliament’s turn to decide. Brexit or exit from Brexit? In addition, Guido Barthels discusses the first signs the market is showing of an economic downturn.