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Horizons
Horizon Q2 2021
Hopes for a strong economic recovery must now be backed up by real growth. For markets to remain stable, this growth should neither be too weak nor too strong.
Focus
Passive investments change market structure and market behaviour
The importance of passive investments continues to grow. They enable investors to invest quickly, cost-effectively, and supposedly without disadvantage in…
Markets | Monitor
Good sign - investors seem to be hedging via options
While economic data in the US has not been able to surprise positively on average, unlike in other regions, the positive earnings revisions continued globally -…
Horizons Handout
The Berenberg Capital Markets Outlook │Wealth and Asset Management June
Compact outlook on capital markets, economics, stocks, bonds, commodities and…
Investment Committee Minutes
Bumpy Summer
The summer is however likely to be bumpy - especially in terms of investment styles. In contrast, high central bank liquidity, fiscal…
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