11 Sep 2025 | Capital Markets - Investment Committee Minutes

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:...

31 Jul 2025 | Capital Markets - Investment Committee Minutes

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:...

12 Jun 2025 | Capital Markets - Investment Committee Minutes

Uncertainty is heightened despite the global rise in equity markets

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

30 Apr 2025 | Capital Markets - Investment Committee Minutes

Preference for anti-cyclical trading and neutral positioning

13 Mar 2025 | Capital Markets - Investment Committee Minutes

Market turnaround – Europe strong, US stocks under pressure

23 Jan 2025 | Capital Markets - Investment Committee Minutes

European equities outperform temporarily

05 Dec 2024 | Capital Markets - Investment Committee Minutes

Equity markets likely to remain supported until the end of the year

24 Oct 2024 | Capital Markets - Investment Committee Minutes

Counter-cyclical and balanced positioning preferred

12 Sep 2024 | Capital Markets - Investment Committee Minutes

Anti-cyclical trading favoured

25 Jul 2024 | Capital Markets - Investment Committee Minutes

Stock markets gain in breadth