Our experts bring you their latest insights about the capital markets.
Market Commentary | 03.09.2019
In our latest Market Commentary, Christian Schmitt looks at how 10-year Bunds have developed. What is behind these developments and what impact do they have on other asset classes?
Market Commentary | 02.08.2019
The new British Prime Minister and Brexiteer Boris Johnson has taken office, promising to renegotiate the withdrawal agreement with the EU negotiated under Theresa May. In our latest Market Commentary, Dr Volker Schmidt summarises which options remain open to Johnson’s government and what economic harm the UK has already sustained.
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.