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
Despite tariffs, inflation and uncertain consumer sentiment, the food sector remains stable. European food stocks are proving resilient - especially where companies are serving trends such as sugar reduction, protein products or local production.…
In an interview with FondsSupermarkt, Moritz Rehmann, fund manager of DJE – Multi Asset & Trends, explains how he uses the possibilities of a…
With his tariff policy and comments about the Chairman of the US Federal Reserve, US President Donald Trump triggers a stock market quake, a jump in…
The mixture of interest rate environment, inflation, economic pressure and political uncertainty that dominated the economic news caused a strong gold…
The new US government under President Donald Trump has brought major changes in many policy areas. In terms of economic policy, the focus is on…
In an interview with the Austrian Geld-Magazin, Moritz Rehmann, fund manager of DJE - Multi Asset & Trends, explains why and where the current…
As a result of the new government's debt policy, German real estate shares have corrected significantly. This raises the question of whether this is…
Following the sharp market decline in March and the first few days of April, we believe a technical recovery is possible. In general, the markets are…
US President Donald Trump's tariff policy is causing uncertainty on the markets and fueling fears of inflation.
After the positive start to the year in January, February proved to be more challenging.
