Berenberg research notes

News

30/10/2014

Global Private Banking Awards: Berenberg named “Best Private Bank in Germany“ for the fourth consecutive year

Hamburg. Berenberg has, once again, been recognised as Best Private Bank in Germany at the 2014 The Banker & PWM Global Private Banking Awards. This is the fourth consecutive year that Berenberg has won in this category – the only bank in the history of the awards to have achieved this.

Read more

Equity Capital Markets

30/10/2014

Berenberg executes a multitude of transactions on the capital market

Having already successfully completed 46 equity placements with a total transaction volume of more than EUR 15bn since the beginning of 2013, Berenberg once more underlined its outstanding position in Equity Capital Markets (ECM). With 36 ECM transactions in the German speaking region alone since 2013, Berenberg is the #1 investment bank in Equity Capital Markets (by number of issues). Berenberg is currently preparing various transactions which are not public yet.

Overview of ECM transactions

FIXED INCOME RESEARCH

28.10.2014

Sector special - container shipping - finally the auspicious land ahoy?

Six years ago, the shipping sector witnessed a downturn that entered history books of the industry. As of today, the environment is still tense and overcapacity remains a concern. However, Maersk already called out the bottom of the global trade cycle in late 2013 and Moody’s upgraded its industry outlook to stable in April 2014. Also Berenberg positions itself on the more bullish side of the market as half of the most relevant industry drivers indicate a moderate recovery while the others point to a more neutral development… 

 

Companies covered in this study: A.P. Møller - Mærsk A/S, CMA CGM S.A., Hapag-Lloyd AG

Read more here

ECONOMICS

31/10/2014

Ökonomischer Kalender

Economic Calendar

  • ECB meeting: more easing debates
  • US non-farm payrolls: falling slack brings Fed tightening nearer
  • Global PMIs: uneven recovery
View the Economic Calendar for the week starting on 03 november 2014

Debt Capital Markets

20/10/2014

Debt Capital Markets Team with a successful start in 2014

Last year, Berenberg successfully originated 13 primary market transactions, including Corporate, High Yield, Convertible, Covered and Government Bonds as well as private placements. Driven by this success and strong track record, Berenberg decided to establish a team of seven people in Frankfurt and Vienna to further foster the already significant position in the Debt Capital Markets.

During the first two quarters of 2014, Berenberg placed the first registered benchmark bond with a volume of EUR 500 million for Slovakia, followed by a EUR 275 million convertible bond including the tap for Grand City Properties S.A. and a further convertible for Cancom, a German company listed in the TecDax. Furthermore, we joined the syndicate in the new EUR 250 million high yield bond issue of the Greek company Intralot S.A.. Currently, further transactions are in execution and expected to be closed soon. 

Selected DCM transactions

Read the latest issue of Equities Highlights

This issue of Equities Highlights takes an in-depth look at the General Retail, Leisure and Logistics sectors, all of which have encountered opportunities and challenges.

View Equities Highlights - Issue 6 Focus on Germany

Past issues:
Issue 5 Online

Issue 4 FIFA World Cup issue.

Issue 3 UK coverage edition.

Issue 2 Innovation issue.

Issue 1 best ideas edition.

Weekly Insights

Berenberg’s weekly views and thought 
leadership articles from our investment 
professionals.

Latest news and market data on emerging market bonds and equities.
Weekly Market Update

Global Outlook
An uneven recovery
View the current macro presentation

Forecasts at a glance
uneven global recovery
Read the forecast

The latest news and views from our UK economist Rob Wood

Rob Wood regularly contributes to The
Telegraph newspaper. Click on the links below to read more about his views on the economy:

With the stroke of a pen, there was growth

UK has little to fear from stronger sterling

Russia will lose the most from sanctions

Putin, not the pound, is the big risk for UK manufacturers

Clarity is vital now rate hikes are approaching

A weaker euro will not solve French problems

Follow Berenberg economists on Twitter
@Berenberg_Econ 

SchmiedingBlog

Picture of Dr. Holger Schmieding

SchmiedingBlog

In his webblog Berenberg's chief economist Dr Holger Schmieding writes about current market events - and his view on them.

 
 

 Seit 1993 berichtet Dr. Schmieding über die Finanzwelt.

 

 

Aktuelle Themen der Finanzwelt werden beleuchtet und kritisch hinterfragt.

Berenberg's chief economist Dr. Holger Schmieding is No. 1 for Europe again

In the annual Thomson Reuters Extel survey, financial professionals have chosen Berenberg chief Economist Dr. Holger Schmieding as the top-ranked analyst for Pan-European Economics & Macro. Read more

Get the latest economic updates from our award-winning economists here

AWARD

24/04/2014

PAM logo

Berenberg wins Investment Product or Service Innovation category at PAM Awards 2014

Berenberg has been recognised for its commitment to developing innovative investment management solutions by being named winner in the 2014 PAM Awards Investment Product or Service Innovation category, announced in March 2014. ...read more

Read up on all winners of this years' PAM awards in an article from thewealthnet.com 

Annual Report

April 2014

Annual Report 2013

Annual Report 2013

Berenberg finished the year 2013 with outstanding results - please find further details in our annual report. 

View our Annual Report here

VIDEOS

16/04/2014

Fund manager comments

Our fund managers give an update on the current portfolio positioning in our latest videos.

Berenberg Funds Update

News

30/10/2014

Global Private Banking Awards: Berenberg named “Best Private Bank in Germany“ for the fourth consecutive year

Hamburg. Berenberg has, once again, been recognised as Best Private Bank in Germany at the 2014 The Banker & PWM Global Private Banking Awards. This is the fourth consecutive year that Berenberg has won in this category – the only bank in the history of the awards to have achieved this.

Read more

Money Transfer

SEPA - Single Euro Payments Area

The new SEPA directive came into force on 1st February 2014. The different national payment schemes for credit transfers and direct debits will be replaced with the new uniform SEPA payment scheme across all European countries. 

Instead of your bank account number and sort code, you will in future need the IBAN (International Bank Account Number) and BIC (Business Identifier Code). Both codes can be found on your account statements or your girocard.

Further information about SEPA

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