Our experts bring you their latest insights about the capital markets.
Market Commentary | 05.05.2020
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
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
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.