News on funds, markets and investment themes
Leading indicators are recovering
In June some leading indicators such as business climate, consumer confidence and purchasing managers' indices improved, especially in Europe, but also in the US and China. As encouraging as these figures are the "hard" economic data such as industrial production, exports and new orders declined significantly as they had already previous month.
Two key figures of the DJE - Zins & Dividende are currently 3.2% and 2.6%. This is the current coupon of the bond part and the current dividend yield of the equity part in the fund's overall portfolio. The balanced mixed fund links these current yields with possible share price gains, which include "green" shares.
Bonds and gold as stabilizing elements, equities as profit drivers
The year 2020 was primarily influenced by the Corona pandemic. The first quarter suffered the fastest and sharpest stock market slump worldwide in economic history. The Corona shock hit the world in a very vulnerable situation,in which the economy was already slowing down significantly internationally so that the pandemic massively reinforced the existing downward trend.
AI, take over please
Artificial intelligence (AI) is considered to be a key technology of the future - and not only since the digitalization push caused by Covid-19. Its fields of application are endless - and its growth potential enormous: market research companies like Tractica expect a tenfold increase in sales by 2025. Thanks to faster computing power and better data quality through the Internet of Things and 5G, the foundation of the AI era has been laid. An investment theme for the DJE - Alpha Global.
Biden's election victory: a plus for green stocks
As an asset manager and investor Dr. Jens Ehrhardt saw the arrival and departure of many US presidents - and their impact for the stock markets. In this interview he explains, among other things, what fiscal policy could be expected from the election winner Joe Biden and which industries are likely to benefit.