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Capital Markets View

Our customers benefit from the extensive expertise of our top-class experts. On this page you will find current articles on our market assessments.

Here you can also subscribe to our capital market outlook "Berenberg Horizons", our market outlook "Berenberg Markets" and other publications.

"As an active manager, one of our distinguishing features is a strong and well-founded opinion. We communicate our assessments and analyses transparently and always up-to-date in our publications."

Professor Dr Bernd Meyer, Chief Investment Strategist & Head of Multi Asset

Horizons

Q4 2020 │Vaccination hopes
If a coronavirus vaccine is approved, a globally synchronised recovery will probably become the dominant theme for capital markets.

Focus

The golden age continues
“Towards gold throng all, to gold cling all, yes all” – after a rise of 20% in euros, this Goethe quote seems to be proving true again. Gold is one of the bestperforming assets this year. In view…

Markets | Monitor

Volatility has increased In August, especially for the Nasdaq
We consider the recent correction in the overheated and in part ambitiously valued US technology sector to be healthy. In addition to some profit-taking after…

Horizons Handout

Capital Markets Outlook by Berenberg’s Wealth and Asset Management

Investment Committee Minutes

Breather and rotation
The recovery of the stock markets has taken a breather – the summer was lacklustre, as we expected. While in the last few

weeks…

Archive

Chief Investment Strategist
Professor Dr Bernd Meyer
Phone +49 69 91 30 90-500
bernd.meyer@berenberg.de

Head of Multi Asset Strategy & Research
Ulrich Urbahn
Phone +49 69 91 30 90-501
ulrich.urbahn@berenberg.de