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
The start of the year on the stock markets was positive overall. The global stock market showed a slight upward trend. European stock markets outperformed US markets at the beginning of the year. The Japanese market also performed relatively well.
DJE – Multi-Asset & Trends is a globally invested balanced fund aimed at investors who want to build wealth over the long term while retaining…
Despite weak domestic demand, foreign trade remains China’s key pillar of economic stability. While the property crisis and subdued consumption…
Following the positive start to the year, the markets are being supported by factors including seasonal patterns. The European industrial sector…
Artificial intelligence is currently the dominant topic in the technology sector. Initially, investors unanimously saw enormous growth potential in…
The global equity markets got off to a weak start in December. Negative industrial data from the US, rising yields on the bond market and significant…
Japan’s political power shift has surprised markets—and is beginning to reshape the investment landscape. Expansionary fiscal policy, rising monetary…
Just in time for Christmas, it is worth taking a look at the price development of toys. What used to be expensive has become a mass product thanks to…
DJE Kapital AG mourns the passing of Theo Dräger, who died on 19 November 2025 at the age of 87.
We are constructive for December and the beginning of 2026. The seasonal factors generally point to a solid end and start to the year, which is…
