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Upswing for agricultural shares

Rents and real estate prices have risen in the urban centers for years - we are used to this situation. Rising food prices, however, were not an issue for years. Well, that seems to change now. The consequences for the agricultural sector are analyzed by Jörg Dehning, fund manager of the  DJE - Agrar & Ernährung.

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Stock markets will continue to rise worldwide

In an interview with the Börsen-Zeitung, Dr. Jens Ehrhardt reflects on inflation, central bank policy, exaggerations and corrections and the bull market of technology stocks.

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Mutations, bottlenecks and speculation

The stock markets started January in a good mood. However, this sentiment flattened out and turned negative towards the end of the month. This was due to concerns about Corona mutations and vaccine supply shortages on the one hand, and speculation by small investors on the other, which led to a "short squeeze".

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Innovative and well positioned in the niche market

The DJE - Mittelstand & Innovation has clearly outperformed the market during the Corona pandemic. In an interview fund manager René Kerkhoff talks about his special approach and how he interprets growth.

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Chinese brands: new favourites at home

Whether it's chic sports shoes, baby food, make-up or luxurious electric SUVs: through clever marketing, low prices and not least by appealing to national sentiment, Chinese brands are making serious competition for global providers on their home market. An investment theme for DJE - Asia.

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Mutations, bottlenecks and speculation

The stock markets started January in a good mood. However, this sentiment flattened out and turned negative towards the end of the month. This was due to concerns about Corona mutations and vaccine supply shortages on the one hand, and speculation by small investors on the other, which led to a "short squeeze".

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Addressing climate change with clean tech

The EU is tightening its climate targets, the USA wants to rejoin the Paris climate agreement and China is planning CO2 neutrality before 2060. Global politics is declaring war on climate change. This creates promising opportunities for investors, as combating climate changeincludes an almost inexhaustible bundle of megatrends. An investment theme for the DJE - Alpha Global.

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The Vaccine Effect

The relief rally continued in December, albeit more subdued than in the previous month. The decisive factor, as in almost all of 2020, was Corona. The UK was the first country to start vaccinating, while central banks continued to provide the markets with enormous liquidity. In parallel, there were noticeable signs of economic life, especially from China, but also from the euro area.

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Well-balanced mixture

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.

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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.

 

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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.

 

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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.

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Second Corona wave slows down the markets

A second wave of corona hit the international stock markets in September. In addition, the U.S. election campaign caused uncertainty, while in Europe the brexite issue regained its sharpness. On the other hand, the economy continued to recover in Europe, the USA and China.

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China's economy recovers - tensions with USA persist

Normality is slowly returning to China after the Corona shock. Domestic travelling is rising, events are taking place again and domestic demand is boosting the luxury sector. However, tensions between China and the US remain. 

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European potential: quality stocks and hidden champions

The European stock market looks favorable compared to the US market but this alone is not an investment criterion for Maximilian Köhn, the fund manager of DJE - Europa. He sees Europe's future potential rather in quality stocks and hidden champions from the second and third row.

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"Taking account of governance criteria"

Debates regarding a reform of the DAX index arose after the Wirecard scandal arose and the company Delivery Hero was listed to the German stock index DAX. Dr. Jens Ehrhardt has been working with the DAX and many other international stock market indices for over 45 years and has his own opinion regarding this matter.

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ESG is integrated

Whether it is environmental protection, respect for human and labor rights or responsible corporate governance the ESG principles are of great importance for DJE. Richard Schmidt, Co-Fund Manager of the DWS Concept DJE Responsible Invest and Head of Absolute Return, explains DJE's approach in an interview.

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DJE and Solidvest cooperate with Miles & More

Investors of the DJE dividend funds and customers of the online asset management company Solidvest are now benefiting from Miles & More, Europe's leading frequent flyer and award program, by collecting award miles as part of their strategic investment - and redeeming them for flights and other attractive awards.

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Recovery and tailwind

Against the backdrop of rising new corona infections, quarterly profits of many companies, especially in the U.S., significantly exceeded the low expectations. In addition, various economic data improved in Germany, the U.S. and China, and the U.S. Federal Reserve additionally supported the stock markets by changing its strategy towards its inflation target of 2%.

 

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16,000 points for the DAX are realistic”

In an interview with the financial journalist Bernd Heller Dr. Jens Ehrhardt confirmed his latest forecast for the DAX: 16,000 points in spring 2021 are "realistic". In fact the forecast is actually "modest", as it exceeds this year's high by only around 15% - not much considering the mass of liquidity that the central banks are pumping into the economic cycle as a decisive force and a good portion of which is likely to flow into the stock markets because of the lack of alternatives.

 

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