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Market Commentary | 04.08.2020
What bridge construction and financial markets (sometimes) have in common
In June 2000, almost exactly 20 years ago, London’s Millennium Bridge was inaugurated. What does this structure have in common with developments in the capital markets? In our latest Market Commentary, Christian Schmitt answers this very question and explains the importance of sentiment data to actively managed multi-asset funds.
Market Commentary | 03.07.2020
Back to business as usual, or is it?
With the easing of lockdown measures across the world, one cannot escape the feeling that our lives are at long last gradually returning to normality. In capital markets, too, life goes on as before – or are we perhaps allowing ourselves to be lulled into a false sense of security? In our latest Market Commentary, Michael Blümke casts a critical eye on the current state of the world of investment.
Market Commentary | 03.06.2020
Endless purchase programmes?
Around the globe, unparalleled fiscal and monetary measures are being taken to prevent the current recession from worsening. Is there an alternative to the central banks’ purchase programmes? Dr. Volker Schmidt considers this question in our latest Market Commentary.
Market Commentary | 05.05.2020
Why should I care about what I said before?
2020 is turning out completely different than what we expected only a few weeks ago. The current crisis has once again reminded us all that circumstances can change dramatically in a very short time. Always critically examining one’s position while remaining true to one’s fundamental convictions is proving vital, especially in uncharted territory in the capital markets. In our latest Market Commentary, Christian Schmitt looks at the distinguishing feature that lies at the heart of what ETHENEA has always done.
Market Commentary | 02.04.2020
Whatever it takes 2.0
The coronavirus caught people’s public lives, the economy and the capital markets totally unprepared. Now central banks and national governments are trying to reduce the fallout to a minimum. In our latest Market Commentary, Martin Dreier, Senior Portfolio Manager and Head of Fixed Income, gives an overview of the extensive measures and packages we have seen to date.
Market Commentary | 03.03.2020
“New economy” – 20 years on
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.