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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

Horizon Q1 2021
The past year of Covid-19, restrictions and recession should be followed by a year of vaccines, re-opening and economic recovery.

Focus

Small caps, big returns?
The Nobel laureates Eugene Fama and Kenneth French proved the existence of the “size” or “small cap” premium in 1993. The rationale behind the Fama-French three-factor model is that small caps –…

Markets | Monitor

Mixed performance picture in 2020
2020 was a challenging year for financial markets. At the beginning of the year, optimism prevailed. After the US and China signed a trade deal, markets were pricing in a global economic…

Horizons Handout

The Berenberg Capital Markets Outlook │Wealth and Asset Management
Compact outlook on capital markets, economics, stocks, bonds, commodities and…

Investment Committee Minutes

Stock markets have had a good start
The stock markets have had a good start to the year. The majority of the global markets have already experienced a…

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