Contrary to its reputation (as the weakest month of the year in seasonal terms), September went well on the global capital markets for the most part. This was mainly due to the key interest rate cuts by the major central banks in the USA, the…
"DJE - Zins & Dividende has proven that multi-asset strategies offer a robust investment opportunity, especially in difficult markets," explains Dr.…
Companies and investors in the pharmaceutical sector have been concerned about the possible effects of the Inflation Reduction Act in recent months.…
When reinsurers meet in Monte Carlo, fund manager and analyst Moritz Rehmann listens very carefully. Because the discussions provide important…
September is seasonally the weakest month of the year. The start to September was correspondingly slow and a consolidation, even slightly weaker…
It is considered certain that the Federal Reserve will cut interest rates. But to what extent? And what impact would this have on equity and bond…
On the occasion of DJE's 50th anniversary, numerous companions, partners and competitors came together in Frankfurt to pay tribute to a pioneer of the…
In our current market outlook, you can find out how DJE Research assesses developments on the stock markets in the coming weeks, what scenario we are…
Companies are investing astronomical sums in their AI capacities. But are they making money? Or who is profiting from the current hype? An analysis by…
In an interview for the ARD format Update Wirtschaft, DJE analyst Sebastian Hofbeck describes current developments in the pharmaceutical sector…