Insightful sector analyses, podcasts with our fund managers and analysts, up-to-date market assessments – including commentary from stock market journalist Markus Koch – and much more: under “Market & Insights”, you will find DJE’s capital markets experti
129 articles
October brought mixed developments on the capital markets worldwide. While the MSCI World and the S&P 500 rose in EUR terms, European markets came under pressure. The US indices benefited from the appreciation of the US dollar, whereas the DAX and…
Expectations often influence the markets. For example, those for further interest rate cuts in the USA. However, unexpectedly positive economic data…
German and European car manufacturers are caught in the dilemma of high production costs for e-cars coupled with stagnating demand for e-cars, growing…
The various levels of key interest rates - including the actual level, the expected level, the hoped-for level and the necessary level from different…
September did not live up to its reputation as the seasonally weakest month of the year. The international capital markets developed positively,…
Japanese interest rates are on the rise again. Together with a series of political reforms aimed at making the domestic stock market more attractive…
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.…
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…
