Scarce commodity: residential real estate remains in demand

Despite increased risks such as interest rates or regulation, residential real estate remains attractive - in addition, high discounts to the intrinsic value of real estate shares are enticing.

Pure Dividend Strategy

DJE - Dividende & Substanz provides its investors with access to a global universe of equities with strong substance that offer sustained attractive dividend yields. These are regarded as a sign of quality, as they can only be provided by companies that operate profitably on a sustained basis.

Price potential and inflation

High corporate profit expectations suggest further price potential for the stock markets in the coming months. Increased inflation accompanies the well-performing economy, but without triggering further shocks. As the excessive optimism has cooled down again, an abrupt disappointment of investors is unlikely.

Corona vaccines: Emergency shot for the health sector

Corona has had a tight grip on the world for more than a year. One of the losers is the health sector as fewer operations were performed and less drugs were prescribed during the lockdown.  The Corona vaccines are now the home-grown salvation for the health sector.

Summer trend 2021: Sideways

The rally phase of the first third of the year is likely to be replaced by a sideways trend in the summer. Moderate inflation could support equities and real assets. The investment regions of the USA and Europe remain interesting. And commodities and gold are also gaining in attractiveness again.