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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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Structural growth preferred

The DJE- Mittelstand und Innovation was launched five years ago and René Kerkhoff has been responsible for the fund since 2018, first as co- and since the beginning of 2019 as senior fund manager. In the interview he talks about the structural potential of growth stocks, the digitalization of life and why his job appeals to him.

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Skid marks

Corona continued to dominate the scene in July, on one hand with confident reports on vaccine development, on the other hand with new infection rates rising again. In addition the negative figures for economic growth showed the extent to which the pandemic had slowed down in the second quarter. Gold reached a new all-time high with further falling interest rates and a weaker US dollar.

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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.

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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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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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Liquidity drives the markets

Despite weak economic data, declining industrial production and a shrinking economy: Hopes for a recovery emerged on the markets, albeit from a low level. Hopes were fueled by extensive support packages in Europe and Asia.

 

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All that glitters is not concrete gold

Crises like the one triggered by the Corona virus test the resilience of many industries and companies, including the real estate sector. They make problems visible that may have been present before, but were not noticed or ignored during the boom. Hagen Ernst analyses where the risks but also the opportunities for real estate investors are to be found.

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Constantly charged up

In boom times many investors often think of utilities as "boring". But in times of a crisis utilities are among the top performers on the stock markets. The sector is experiencing a continuing trend towards electrification and is able to shine with relatively stable profits despite a decline in demand.

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Interpretation of market sentiment signals

The DJE - Zins & Dividende managed to survive the "corona cut", i.e. the massive market correction that began at the end of February, with a relatively moderate decline. In an interview fund manager Dr. Jan Ehrhardt explains the developments and offers a glimpse into the future.

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Cloud, Artificial Intelligence & Co. - Support in the crisis

The technology sector (IT) is one of the most important drivers of the global economy. Even the current corona pandemic does not change this. On the contrary: During and after the crisis, more demand for new digital solutions is being generated.

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The market correction, which had already begun in February, continued in March as a severe slump on the stock markets. This was triggered by fears of a global recession due to the ever increasing spread of the corona virus. Extensive rescue packages and monetary policy measures in the USA and Europe helped to stabilise the markets at a low level.

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Corona and the markets - key questions and answers for investors

The corona crisis has us under firm control. As many investors are showing signs of uncertainty we want to provide further guidance. This includes assessments of expected economic consequences as well as recommendations how to protect your capital and build up your wealth with equities, bonds etc. - even with a sustainable orientation.

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A perfect fit

DJE's absolute return concept: adequate return with the least possible fluctuations.

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Corona infects the markets

The sharp rise in new corona infections outside China caused an abrupt correction on the stock markets after an optimistic start to February. High-quality government bonds and gold were in demand, however.

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Hidden Champions

Small and medium-sized companies are constantly reinventing themselves and are the driving force behind innovation, technology and business, especially in Germany, but also in Austria and Switzerland. The DJE - Mittelstand & Innovation makes use of this potential.

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The Corona Virus puts a drag on markets

January began on a positive note for the stock markets. Then, however, the outbreak of the corona virus weighed on the stock markets due to its novelty and rapid spread. As a result, prices of high-quality government bonds rose and the price of gold climbed, while oil and industrial metals, among others, became cheaper.

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