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
Markets are undergoing a realignment: Europe’s strength is coming under pressure from AI and semiconductor stocks. For August, the focus is shifting to selective opportunities, robust business models, and a close watch on interest rates and the yen.
Asia is not the future—Asia is the present. The most populous region, a growing middle class, rising consumption, and above-average economic growth:…
At first glance, China’s declining share of U.S. imports appears to be a clear shift away from the country—but in reality, these dependencies are…
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…
The U.S. Federal Reserve left its key interest rates unchanged, while the ECB raised them. Inflation in the U.S. had risen from 3.8% to 4.2% in May,…
The 2026 World Cup promises global excitement - but for the US economy, even billions in projected spending amount to little more than a rounding…
Amid consumer reluctance, rising costs, and geopolitical risks, the consumer sector is increasingly seeing the wheat separated from the chaff. Our…
Following the supportive market environment in April, the recovery continued in May. US technology stocks once again delivered particularly strong…
