04/12/2019 - Markets: Monthly Commentary November

Climate shifts

The ifo business climate index rose again for the first time since March. Other leading indicators such as purchasing managers' indices and incoming orders also rose again. The good mood was also reflected on the stock markets, supported by hopes of a temporary solution to the trade conflict.

go to Article

25/11/2019 - Funds: DJE - Zins & Dividende

The name says it all

Reliability, i.e. sustainable performance and only moderate fluctuations - this is what the DJE - Zins & Dividende has been offering its investors since its launch at the end of 2010. Its flexible mix of bonds and high-dividend equities aims to generate regular returns, combined with the price opportunities of the securities.


go to Article

07/11/2019 - Markets: FMM-Strategie November
Dissolved Blockades

The expansionary monetary policy of the central banks supports the stock markets sustainably. What is currently inspiring them, however, is the resilient hope for a temporary end to the trade conflict, for an agreement in small steps between the USA and China. This will solve blockades and make us confident for the coming months.

go to Article

06/11/2019 - Investment Themes : Long-term low interest rates

The change from interest generation to tangible assets generation

Trade conflict, punitive tariffs, Brexit, fears of recession - these are the topics that dominate the headlines. Therefore equity investments appear to be difficult to place now. However, there is no way around this asset class in search of returns. Because the interest level will in all probability be around or even below zero percent for an unforeseeable period.

go to Article

15/10/2019 - Investment Themes: Real estate

From rent caps to low interest rates: opportunities and risks of the real estate market

Interest rates are lower than ever, the shortage of housing continues nevertheless German residential real estate came under more pressure recently as the increasing regulation of the market becomes noticeable. The so-called B cities, on the other hand, offer opportunities.

go to Article

10/10/2019 - Markets: FMM-Strategie October

Tailwind for Cyclical Stocks …

... provided that the US and China can at least reach a provisional agreement on the trade conflict. We think: From this perspective the current situation is better than generally perceived. But no improvement can be expected without an agreement.

go to Article

07/10/2019 - Markets: Monthly Commentary September

Concerted monetary policy

The central banks of the USA and China as well as the European Central Bank relaxed their monetary policy in September. They took various measures by lowering key interest rates, lowering the minimum reserve rate and launching a new bond purchase program, and the international stock markets then made gains.

go to Article

11/09/2019 - Funds: DWS Concept DJE Responsible Invest

Sustainability as a matter of principle

Human rights, responsible corporate governance or environmental protection - sustainability is of great importance for DJE. In an interview, Richard Schmidt, co-fund manager of the DWS Concept DJE Responsible Invest explains the approach of DJE.

go to Article

04/09/2019 - Markets: Monthly Commentary August

Trade conflict causes skid marks

In August, the trade conflict between the US and China escalated again, causing a slowdown in economic indicators. Meanwhile, the bond rally continued and gold became more expensive.

go to Article

28/08/2019 - Investment Themes: Food

Soya and soldier fly

The world population is growing and with it the need for food. With overfished seas and because of  environmental and climatic aspects and as animal breeding cannot be increased unlimited without restricting animal welfare the food industry is looking for new ecological solutions - an investment focus of the DJE - Agrar & Ernährung.

go to Article