10 Jul 2020
Learning to live with the virus. Economic and political outlook for 2H 2020
Three major assumptions
• No second wave of disruptive and widespread lockdowns, targeted and regional measures suffice to contain outbreaks
• Monetary, fiscal...
22 Sep 2025
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...
22 Sep 2025
Megatrends in our portfolios
Through Insights, we provide you with a better understanding of our investment philosophy and thinking.