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Horizons
Horizon Q4 2021
The powerful recovery continues despite temporary setbacks. The prevailing scepticism about growth in the third quarter seems exaggerated.
Focus
Short-term bonds - more (value) than liquidity substitute
The negative interest rate environment will probably accompany us for around a decade in total. Current market expectations show that positive Euro…
Markets | Monitor
Back and forth in bond and gold markets
Option expiries often mark turning points. Options market maker tend to influence stock markets less afterwards because the number option contracts to be hedged lessen. The market…
Horizons Handout
The Berenberg Capital Markets Outlook │Wealth and Asset Management December
Compact outlook on capital markets, economics, stocks, bonds, commodities…
Investment Committee Minutes
Strong reporting season supported equity markets
A weak September has been followed by a strong October. Investor sentiment has improved significantly…
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