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
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 markets? Stock market journalist Markus Koch and DJE Head of Research Stefan Breintner discuss these and…
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…
Technology stocks have been falling since mid-July. A sector rotation is underway. And this follows an almost unprecedented rally since October 2023,…
The global mining sector has recently been back in the focus of many investors due to a major takeover attempt. You can find out more about the sector…
In the video interview, fund manager Dr. Jan Ehrhardt explains the investment strategy and current focus of DJE-Zins & Dividende.
Opportunities and risks in the healthcare sector
Diabetes and obesity continue to dominate the healthcare sector. A recent study by Goldman Sachs…
