Insightful sector analyses, podcasts with our fund managers and analysts, up-to-date market assessments – including commentary from stock market journalist Markus Koch – and much more: under “Market & Insights”, you will find DJE’s capital markets experti
130 articles
Japan's equity market is changing from the ground up: reforms are strengthening capital discipline and the focus on shareholders. But will earnings and valuations hold up if rates keep climbing?
The 2026 midterm elections are approaching, and the affordability of everyday life remains a central concern for many US households. Investors may…
The 2026 midterm elections are approaching, and the affordability of everyday life remains a central concern for many US households. Investors may…
Overall, September 2026 was a challenging month on the stock markets. European stock markets performed significantly worse than their U.S.…
High government debt and rising bond yields are once again bringing the sustainability of public finances into the spotlight in the markets. Our Chart…
Global markets in September were shaped by rising bond yields, high volatility in energy prices and a renewed tightening of monetary policy. Early in…
On the stock market, the AI boom is often reduced to chips and networks. But even the most powerful graphics processing unit (GPU) cannot reach its…
After a strong August, the outlook for equities remains constructive – particularly in Japan, energy and AI infrastructure. Yet high interest rates,…
Despite the prevailing sense of crisis, European equities are showing remarkable resilience: corporate earnings, robust labour markets and a…
Developments surrounding Iran remained the dominant geopolitical driver of capital markets in August as well. Early in the month, hopes of progress in…
