Key industry for decarbonisation
Commodities have fared better in the past. But since the beginning of 2022, it seems, the worm has been in the wind. Production, profits and revenues of mining companies are falling, only costs are rising. But the sector is consolidating and a bottom is in sight. Moreover, the current mine supply cannot meet demand for some metals. This applies first and foremost to the key metal of decarbonisation: copper.
DJE Market Outlook May 2023
Ahead with caution
Looking ahead to May and the months ahead, DJE's strategy team believes that a higher level of caution is justified. While interest rates should not rise further, interest rate levels are likely to remain high for longer than the market expects. Moreover, the delays with which tighter monetary policy will take effect have not yet been priced in.
Monthly Review April 2023
Calm markets await central banks
April was a fairly calm month on the stock and bond markets, which was completely different from the quite volatile previous month due to the bank quake. Many market participants acted cautiously and waited for the central banks and their interest rate decisions at the beginning of May.
Cloud Computing – renting instead of (self-)making
In retrospect, 2006 was a decisive year for online retailing: the industry giant Amazon opened up its IT infrastructure, which until then had been used exclusively by itself, to other retailers and companies as a service. These "Amazon Web Services" include a broad range of different technical solutions that can be booked and cancelled according to individual needs. „Cloud computing" developed from this. In the following analysis, investors will learn about the complexity behind it, the opportunities that arise from it and which companies currently dominate the market.
DJE Market outlook April 2023
Sentiment is currently supporting the stock markets: investor optimism is not too high and the seasonal rhythm is providing a tailwind. In addition, the probability of another interest rate step in the USA has decreased. Beyond that, however, there are warning signals, for example a shrinking money supply and poorer lending on the part of banks.
Follow the trend and do the opposite of what others are doing
Consistency is the key
Values and risks
We are convinced that taking sustainability criteria into account must be an elementary part of our actions.