Markets and themes

EM equities significantly outperform for the first time since 2017

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

Horizon Handout November

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

Gold takes a breather after a strong rally – drivers for bull market intact

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

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.