Markets and themes

Silver still undervalued against gold despite price rally

The bi-weekly Monitor gives you a structured overview of the current capital markets environment and hightlights important developments.

Upcoming Fed interest rate cuts are countered by weaker seasonality

Concise summary of the assessments and allocation results of the Investment Committee of Berenberg Wealth and Asset Management – Transparent insights Published:...

Political concerns weigh on French government bonds again

The bi-weekly Monitor gives you a structured overview of the current capital markets environment and hightlights important developments.

Horizon Handout September

Capital Market Outlook of Berenberg Wealth and Asset Management - compact outlook on capital markets, economy, equities, bonds, economics and currencies.

S&P 500 (still) immune to high punitive tariffs

The bi-weekly Monitor gives you a structured overview of the current capital markets environment and hightlights important developments.

US stock market has caught up, but only in local currency

The bi-weekly Monitor gives you a structured overview of the current capital markets environment and hightlights important developments.

Unstoppable government debt

Within 'Focus' we comment on extraordinary market events and analyse capital market related special topics.

The supporting factors of recent weeks are gradually fading

Concise summary of the assessments and allocation results of the Investment Committee of Berenberg Wealth and Asset Management – Transparent insights Published:...

Horizon Handout August

Capital Market Outlook of Berenberg Wealth and Asset Management - compact outlook on capital markets, economy, equities, bonds, economics and currencies.