Following the supportive market environment in April, the recovery continued in May. US technology stocks once again delivered particularly strong performance, while the Japanese equity market also posted notable gains.
After a period of considerable uncertainty, confidence returned to the capital markets in May. This was triggered above all by the diplomatic…
Following the strong recovery in April, the risk/reward profile remains constructive. AI and data center investments, robust US economic data and…
April was dominated by the Iran conflict, as rising oil prices, inflation concerns and higher bond yields drove market volatility, while equity…
The gold correction has put many mining shares under considerable pressure. This is precisely the moment to look closely: numerous companies are…
Amid consumer reluctance, rising costs, and geopolitical risks, the consumer sector is increasingly seeing the wheat separated from the chaff. Our…
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Asia is not the future—Asia is the present. The most populous region, a growing middle class, rising consumption, and above-average economic growth:…
How the DJE – Dividende & Substanz – Turns Quality into Returns.
The FMM-Fonds (FMM fund) occupies a special place in German fund history: it is regarded as Germany's first independent asset manager fund and has…
All Funds articles Markets are undergoing a realignment: Europe’s strength is coming under pressure from AI and semiconductor stocks. For August, the focus is shifting…
The situation surrounding Iran remained the key geopolitical factor influencing the capital markets in July, though it saw several shifts in direction…
Europe is regaining ground while the US economy remains resilient: DJE expects the constructive market backdrop to persist in July, with no real…
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Thorsten Schrieber will conclude his contract as a member of the Management Board of DJE Kapital AG in accordance with its terms as of 31 March 2026,…
DJE Kapital AG has once again been awarded the highest distinction, “summa cum laude,” in the Elite Report 2026 – placing the firm among the top…
DJE Kapital AG has been recognized at the 2026 Scope Awards in the “Multi Asset” category. This prestigious accolade highlights the sustainable…
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