Potential for value
It is still too early for a comeback of value stocks but the underperformance of these stocks has never been greater than currently. If leading indicators turn positive value stocks have some potential. We are at gunpoint.
Sabre-rattling in the trade conflict
The markets in May were particularly burdened by the disappointment caused by the fruitless talks and the recent escalation of the trade conflict between the USA and China. Even the positive impulses such as the expansion of corporate earnings growth in the first quarter could not improve this situation.
Cyber security in the focus of investors
Digital changes have long covered almost all areas of life and thus all industries and sectors. However digitalization also increases the susceptibility of companies for cyber-attacks. They are increasingly investing in the protection of their IT infrastructure - an opportunity for investors.
Asia: many well-managed companies
Dr. Jan Ehrhardt has been managing the DJE - Asia High Dividend since its inception in 2008. In an interview he talks about its proximity to Asia, the solidity of Asian companies and the impact of the US dollar on the region.
High dividends, low volatility
With DJE - Asia High Dividend, investors can selectively expand their portfolio with equities from the Asian growth region.
Sustainability as a matter of principle
As a balanced mixed fund the DJE - Zins & Dividende is equally at home in the asset classes equities (max. 50%) and bonds and mixes them regardless from index specifications. In line with the absolute-return principle it aims to achieve sustained positive performance in every market phase.
Taking advantage of possible setbacks for buying opportunities
Looking forward offers enough food - for bears and for bulls. Seldom in history was politics so unpredictable and at the same time so influential. Above all there is uncertainty as to what the next Trump tweet might cause. We continue to assume a minimal consensus in the trade conflict and see setbacks as buying opportunities.
Hoping For a Deal
The reporting season in the USA got off to a better start, the Chinese economy recovered significantly and market participants also hoped for a settlement in the trade conflict between the USA and China - good reasons for a positive development of the markets.
Further dynamic for equities, bonds & co.
2019 is expected to be a better equity year than 2018 but the second half of the year may be a challenge for investors. Dividend shares remain promising especially compared to overvalued bonds. Oil and gold prices are under pressure due to geopolitical uncertainties.
China's economic recovery offers opportunities for commodity markets
Metal prices, e.g. for copper and nickel, should offer potential in the event of an economic recovery in China because of a shortage of supply due to investment-related factors.