Markets and themes

Structural changes favour lower credit spreads

Through Insights, we provide you with a better understanding of our investment philosophy and thinking.

Political chaos: French government bonds ‘riskier’ than Italian ones

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

International equities outperform US equities in a single currency

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

Horizon Handout October

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

Megatrends in our portfolios

Through Insights, we provide you with a better understanding of our investment philosophy and thinking.

Horizon Q4 | 2025

Professor Bernd Meyer and team provide an outlook for the fourth quarter of 2025 in the current Horizon publication.

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.