Our experts bring you their latest insights about the capital markets.
Videos | 04.10.2019
Do unicorns exist? ”Yes, they most certainly do!” asserts our Senior Portfolio Manager Christian Schmitt. With their deep pockets and aggressive expansion strategies, they are posing an ever-greater threat to the business models of long-established companies. This causes structural distortion in markets. Find out in our latest video what criteria can steel the Ethna-DYNAMISCH against these distortions.
Videos | 04.09.2019
The latest tariff increases marked a new phase in the trade conflict. China’s additional, calculated devaluation of the yuan is a clear shot across the bows to the US that it means to use the currency as a weapon. In our latest video, Frank Borchers explains what this means for the management of the Ethna-AKTIV.
Videos | 02.08.2019
The Fed has recently cut the benchmark rate by 0.25%. In our latest video, Harald Berres, one of the Lead Portfolio Managers of the Ethna-DYNAMISCH, goes into the factors that led the central bank to take this step.
Videos | 03.07.2019
The price of gold reached a significant high recently. In our latest video, ETHENEA Senior Portfolio Manager Michael Blümke gives our assessment of the increase in the precious metal, what tactical implications this has within the Ethna-AKTIV portfolio and what our long-term strategy is in relation to gold.
Videos | 06.06.2019
The trade war between the US and China again escalated in May, not without consequences for global capital markets. Frank Borchers, Senior Portfolio Manager at ETHENEA, explains in our latest video what effects the dispute is having on corporate bonds, in which the Ethna-AKTIV predominantly invests.
Videos | 07.05.2019
In our latest video, Harald Berres, Lead Portfolio Manager of the Ethna-DYNAMISCH, deals with the question of whether and to what extent equity markets still have potential for further price increases after a furious first quarter in 2019.