After a strong August, the outlook for equities remains constructive – particularly in Japan, energy and AI infrastructure. Yet high interest rates, mounting debt risks and seasonal headwinds could make for a more volatile autumn.
Despite the prevailing sense of crisis, European equities are showing remarkable resilience: corporate earnings, robust labour markets and a…
Developments surrounding Iran remained the dominant geopolitical driver of capital markets in August as well. Early in the month, hopes of progress in…
The gold correction has put many mining shares under considerable pressure. This is precisely the moment to look closely: numerous companies are…
The gold correction has put many mining shares under considerable pressure. This is precisely the moment to look closely: numerous companies are…
Amid consumer reluctance, rising costs, and geopolitical risks, the consumer sector is increasingly seeing the wheat separated from the chaff. Our…
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Asia is not the future—Asia is the present. The most populous region, a growing middle class, rising consumption, and above-average economic growth:…
How the DJE – Dividende & Substanz – Turns Quality into Returns.
The FMM-Fonds (FMM fund) occupies a special place in German fund history: it is regarded as Germany's first independent asset manager fund and has…
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After a strong August, the outlook for equities remains constructive – particularly in Japan, energy and AI infrastructure. Yet high interest rates,…
Developments surrounding Iran remained the dominant geopolitical driver of capital markets in August as well. Early in the month, hopes of progress in…
Markets are undergoing a realignment: Europe’s strength is coming under pressure from AI and semiconductor stocks. For August, the focus is shifting…
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Thorsten Schrieber will conclude his contract as a member of the Management Board of DJE Kapital AG in accordance with its terms as of 31 March 2026,…
DJE Kapital AG has once again been awarded the highest distinction, “summa cum laude,” in the Elite Report 2026 – placing the firm among the top…
DJE Kapital AG has been recognized at the 2026 Scope Awards in the “Multi Asset” category. This prestigious accolade highlights the sustainable…
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