Current topics in focus

The slightest thing – a remark by a central bank, a geopolitical development or the publication of market data – could be enough to tip the balance of general sentiment in the markets and trigger a correction. The movement up or down could gather momentum due to group dynamics, and end up becoming dramatic. In our latest Market Commentary, Harald Berres looks at whether such extreme movements inevitably herald a lasting economic downturn or upturn.

The trade war between the US and China again escalated in May, not without consequences for global capital markets. Frank Borchers, Senior Portfolio Manager at ETHENEA, explains in our latest video what effects the dispute is having on corporate bonds, in which the Ethna-AKTIV predominantly invests.

In our latest video, Harald Berres, Lead Portfolio Manager of the Ethna-DYNAMISCH, deals with the question of whether and to what extent equity markets still have potential for further price increases after a furious first quarter in 2019.