Our experts bring you their latest insights about the capital markets.
Market Commentary | 02.07.2019
The slightest thing – a remark by a central bank, a geopolitical development or the publication of market data – could be enough to tip the balance of general sentiment in the markets and trigger a correction. The movement up or down could gather momentum due to group dynamics, and end up becoming dramatic. In our latest Market Commentary, Harald Berres looks at whether such extreme movements inevitably herald a lasting economic downturn or upturn.
Market Commentary | 06.06.2019
The origin of the financial-world adage “Sell in May and go away” is that May traditionally marked the start of a difficult period for global equity markets. In our latest Market Commentary, Dr Volker Schmidt, Senior Portfolio Manager at ETHENEA, explains why it might be worthwhile for investors to “sell in May but don’t go away” this year.
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.