Our experts bring you their latest insights about the capital markets.
Market Commentary | 03.03.2020
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.
Market Commentary | 04.02.2020
There is often talk of a bubble forming in bond markets, especially in the U.S. Jamie Dimon, CEO of JPMorgan Chase & Co, also recently gave his thoughts on this matter, and this has prompted us to discuss the topic. In our latest Market Commentary Dr Volker Schmidt discusses the bubble situation both in the U.S. and in Germany.
Market Commentary | 03.01.2020
Looking back on 2019, “Don’t fight the Fed” is a very fitting motto. What does this mean for 2020 and what positioning should capital investors adopt? In our latest Market Commentary, Michael Blümke deals with this as well as the striking parallels between the last decade and the year 2019.
Market Commentary | 03.12.2019
The latest rally in equities and the boom in corporate bonds surprised many investors – especially since the economic environment did not lay the foundation for these developments. So what did? Frank Borchers, Senior Portfolio Manager with ETHENEA, provides an explanation in our latest Market Commentary.
Market Commentary | 05.11.2019
To many investors it increasingly seems that there’s no alternative to equities because interest rates are non-existent. Even so, hardly any money is finding its way into equity markets as yet. In our latest Market Commentary, Harald Berres and Christian Schmitt explain how ETHENEA found a way into equity markets and what the way forward looks like.
Market Commentary | 02.10.2019
This September saw stress in the US interbank market, putting financial institutions into jeopardy for a time. What caused this and what conclusions can be drawn? Martin Dreier answers these questions in our latest Market Commentary.