News
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.
Realised catch-up potential
In the USA and especially in China, April showed the great catch-up potential created by the Corona pandemic and the restrictions on social and economic life. Many companies presented quarterly figures that far exceeded expectations, and the Chinese economy grew by a unique 18.3% year-on-year in the first quarter.
Trust no one - and other software success models
Although technology stocks are not as much focused at the moment as they were in 2020, the digital transformation continues and with it the demand for software solutions. The call for security is particularly strong because the shift of sensitive data to cloud systems, like the omnipresent collection of customer data, also triggers unauthorized desires. An investment theme for the DJE - Alpha Global.
„You just have to be consistently good"
For the fourth time in a row the balanced mixed fund DJE - Zins & Dividende won the German and Austrian Fund Award. In the Corona year 2020 the conditions were particularly tough because the stock markets were under pressure, there were dividend cuts and hardly any interest could be earned with bonds. In an interview fund manager Dr Jan Ehrhardt talks about the lessons he has learned from the pandemic and where he currently sees investment opportunities.
Vaccinations provide tailwind for stock markets
In March, good economic indicators reflected confidence that the Corona-related restrictions could soon be left behind as China and the USA continue to achieve success in terms of vaccinations, and gave the stock markets in Europe and the USA a tailwind. Market participants also welcomed the U.S. $1.9 trillion Corona aid package.
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.
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.
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".
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.
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.
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".
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.
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.
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.
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.
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.
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.
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.