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
Following the ceasefire between the warring parties USA/Israel and Iran, the risk/reward profile has improved in the short term. However, geopolitical uncertainty is likely to persist over the coming months.
March was characterized by enormous geopolitical tensions due to the conflict between the USA/Israel and Iran.
The spread between Brent and WTI is currently well above its historical norm, signaling structural shifts in the global oil market. While Brent…
2025 was an "annus horribilis", a terrible year for the European automotive industry. US tariff policy, the transformation to electromobility and…
The DJE Gold & Stabilitätsfonds combines stocks, bonds, and gold into a balanced portfolio with the goal of generating absolute returns over the…
Looking ahead to April, the risk/reward profile on the market has deteriorated. Against this backdrop, a more defensive stance currently seems…
In February, the German and European stock markets in particular rose, as did the majority of Asian stock markets, while the Japanese benchmark index…
Despite low implied volatility, as measured by the CBOE Volatility Index, average daily trading volume in U.S. equity markets has surpassed the USD 1…
January was heavily influenced by geopolitical events: The arrest of Venezuelan President Nicolas Maduro by US forces made headlines, as did the…
By 2026, robotics will reach a decisive inflection point that extends far beyond traditional mechanical engineering cycles. What is emerging is a…
