News

15/01/2020 - Investment Themes: Sustainability
Investment-Themes-Sustainability

Sustainability

With the ecologically conscious, sustainable investment, investors can noticeably expand their opportunities to do something for the environment. This is because it is accompanied by the commitment of fund managers, for example, who ask the companies in which they want to invest and, if necessary, also exert pressure. There is green leverage for every investor.

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09/01/2020 - Markets: Monthly Commentary December
Markets-Monthly-Commentary-December

After the trade conflict is before the trade conflict

In December, the markets reacted with relief to the "Phase One" trade agreement, which is ready to be signed and is intended to settle the trade conflict between the USA and China. At the same time, the EU, especially France and Germany, moved into the focus of US and Chinese trade policy.

 

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19/12/2019 - Funds: Distribution
Funds-Distribution

DJE further develops dividend strategy - predictable earnings in low interest rate environment

DJE distributes 50 million euros to the investors of its three dividend funds. In addition, DJE has further developed its dividend strategy in line with customer needs and, in view of persistently low interest rates, has decided to pay higher dividends on a permanent basis in the future


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06/12/2019 - Markets: DJE - Market outlook 2020
Markets-DJE-Market-outlook-2020

Capital market outlook 2020: Politics rules the markets

For the coming year 2020, Dr. Jens Ehrhardt sees good prospects for the stock markets. The stock markets are clearly on green. Ehrhardt sees one reason for this in the US Federal Reserve's expansionary monetary policy, which aims to stimulate the weakening US economy. Another is China's sustained growth.

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04/12/2019 - Markets: Monthly Commentary November
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.

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

 

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07/11/2019 - Markets: FMM-Strategie November
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.

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

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15/10/2019 - Investment Themes: Real estate
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.

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

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