Horizon Handout October
Megatrends: the structural drivers of growth
Structural growth trends, so-called megatrends, are an important component of Berenberg's bottom-up investment approach. A good understanding of structural deve...
Megatrends in our portfolios
Horizon Q4 | 2025
Silver still undervalued against gold despite price rally
Upcoming Fed interest rate cuts are countered by weaker seasonality
Political concerns weigh on French government bonds again
Horizon Handout September
S&P 500 (still) immune to high punitive tariffs
Berenberg once again successful signatory to the UK Stewardship Code
