10 Nov 2025 | Capital Markets - Monitor

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.

31 Oct 2025 | Capital Markets - Horizon Handout

Horizon Handout November

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

27 Oct 2025 | Capital Markets - Monitor

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.

13 Oct 2025 | Capital Markets - Monitor

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

29 Sep 2025 | Capital Markets - Monitor

International equities outperform US equities in a single currency

26 Sep 2025 | Capital Markets - Horizon Handout

Horizon Handout October

19 Sep 2025 | Capital Markets - Horizon

Horizon Q4 | 2025

15 Sep 2025 | Capital Markets - Monitor

Silver still undervalued against gold despite price rally

11 Sep 2025 | Capital Markets - Investment Committee Minutes

Upcoming Fed interest rate cuts are countered by weaker seasonality

01 Sep 2025 | Capital Markets - Monitor

Political concerns weigh on French government bonds again