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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
Industrial metals – at the beginning of a new super-cycle
Industrial metals are among the big winners of the COVID-19 crisis: in 2020 they gained an average of 20% and this year they have already achieved a double-digit…
Focus
Emerging markets debt: more room to run
2020 was as one of the most volatile years for emerging market (EM) debt, but in the end displayed the asset class’s resilience once again. High returns in the asset class are not…
Markets | Monitor
Systematic strategies have further potential to build up risk assets
The traditionally positive April seasonality seems to be showing itself again. Equity markets rose across the board, with US equities in particular…
Horizons Handout
The Berenberg Capital Markets Outlook │Wealth and Asset Management April
Compact outlook on capital markets, economics, stocks, bonds, commodities and…
Investment Committee Minutes
Tailwind continues for the time being
The equity markets recently reached new highs after vaccination successes in the US, the next massive US 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