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
U.S. government financing rests on a broader domestic base than many headlines suggest: the share of foreign holders has declined markedly, while domestic investors have become increasingly important. Why the sustainability of U.S. debt now depends…
How the DJE – Dividende & Substanz – Turns Quality into Returns.
AI remains the key growth engine in technology, with hyperscalers committing record levels of investment while monetisation is finally gaining…
After a period of considerable uncertainty, confidence returned to the capital markets in May. This was triggered above all by the diplomatic…
Between hopes for rate cuts and renewed inflation concerns: Geopolitical tensions and rising oil prices are fundamentally reshaping monetary policy…
Caught between geopolitical tensions and the AI boom: why global energy demand is likely to continue rising over the long term – and which sectors…
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 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…
Rising rents, first price recovery - and yet real estate stocks are lagging behind. What the market is overlooking and where opportunities could…
