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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 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

Beware of government bonds: losses ahead in 2021 and 2022
It didn't take long for investors to once again succumb to "FOMO" – the fear of missing out. Last week Thursday, the S&P 500 had its best day since March, with 479…

Horizons Handout

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

Investment Committee Minutes

Chance of a limited year-end rally
Global equity markets confirmed the typically poor autumn seasonality in September. However, we believe that there…

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