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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 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…

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