Current topics in focus

To many investors it increasingly seems that there’s no alternative to equities because interest rates are non-existent. Even so, hardly any money is finding its way into equity markets as yet. In our latest Market Commentary, Harald Berres and Christian Schmitt explain how ETHENEA found a way into equity markets and what the way forward looks like.

Do unicorns exist? ”Yes, they most certainly do!” asserts our Senior Portfolio Manager Christian Schmitt. With their deep pockets and aggressive expansion strategies, they are posing an ever-greater threat to the business models of long-established companies. This causes structural distortion in markets. Find out in our latest video what criteria can steel the Ethna-DYNAMISCH against these distortions.

This September saw stress in the US interbank market, putting financial institutions into jeopardy for a time. What caused this and what conclusions can be drawn? Martin Dreier answers these questions in our latest Market Commentary.