07/06/2019 - Markets: FMM-Strategie

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.

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04/06/2019 - Markets: Monthly Commentary May

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.

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03/06/2019 - Investment Themes: Cyber Security

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.

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31/05/2019 - Funds: DJE - Asia High Dividend

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.

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28/05/2019 - Funds: DJE - Asia High Dividend

High dividends, low volatility

With DJE - Asia High Dividend, investors can selectively expand their portfolio with equities from the Asian growth region.

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24/05/2019 - Funds: DJE - Zins & Dividende, ESG - Prinzipien

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.

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13/05/2019 - Markets: FMM-Strategie

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.

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08/05/2019 - Markets: Monthly Commentary April

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.

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03/05/2019 - Markets: Outlook 2019

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.

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25/03/2019 - Investment Themes: Commodities

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.

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