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Aktuelles Research
Zalando: Q1/24 preview: We expect a return to GMV and sales growth
Felix Dennl
company noteEquitiesEinzelhandel gestern
capm daily: Fokus USA: Wie entwicklet sich der Konsum? + Weiterhin hohes Wachstum in Asien erwartet
Uwe Hohmann, Eugen Keller
capm dailyFixed Income & FX, Equities gestern
capm daily: Fokus EZB/Fed: Unterschiedliche Ausrichtung vonnöten + TeamViewer: Pandemiebedingter Größenwahn beendet - solides Wachstum in Sicht
Eugen Keller, Thomas Seibert
capm dailyFixed Income & FX, Equities 12. Apr 2024
2G Energy: Practical, affordable, good
Guido Hoymann
company noteEquitiesVersorger/Erneuerbare Energien 11. Apr 2024
TeamViewer: Closing the gap between IT and OT
Oliver Frey
company reportEquitiesSoftware 11. Apr 2024
Nordex: Newsflow and momentum should remain positive
Guido Hoymann
company noteEquitiesVersorger/Erneuerbare Energien 11. Apr 2024
capm daily: Fokus Inflation: US-Zinssenkung im Juni vom Tisch + Deutschland als Investitionsstandort wenig gefragt
Uwe Hohmann, Juliane Rack, ...
capm dailyFixed Income & FX, Equities 11. Apr 2024
Aurubis: Higher metal prices should drive earnings and share price
Thomas Schulte-Vorwick
company noteEquitiesChemie 10. Apr 2024
IVU Traffic: Strong Q4 points towards accelerated expansion
Alexander Neuberger
company noteEquitiesSoftware 10. Apr 2024
Meist gelesen
capm daily: Fokus USA: Wie entwicklet sich der Konsum? + Weiterhin hohes Wachstum in Asien erwartet
Uwe Hohmann, Eugen Keller
capm dailyFixed Income & FX, Equities gestern
credit daily: Rentenmärkte widerstandsfähig wie der Iron Dome?
Juliane Rack, Stoyan Toshev
credit dailyFixed Income & FX gestern
Zalando: Q1/24 preview: We expect a return to GMV and sales growth
Felix Dennl
company noteEquitiesEinzelhandel gestern
Spezialthemen
2024 Q2 German economy showing first signs of recovery
Uwe Hohmann
german top tenEquities 02. Apr 2024
2024 Q1 Top Ten Update: Energiekontor, Rational and Traton out - BMW, Knorr-Bremse and Siemens Healthineers in
Uwe Hohmann
german top ten updateEquities 06. Mär 2024
Mobility: FY24e: A sector at a crossroads
Pal Skirta
sector reportEquitiesMobilität 26. Feb 2024
Utilities/Renewables: We expect lower and less volatile electricity prices
Guido Hoymann
sector reportEquitiesVersorger/Erneuerbare Energien 12. Feb 2024
quarterly preview: 2023 Q4
Metzler Research Team
quarterly previewEquities 12. Jan 2024
2024 Q1 Still waiting for an economic upturn
Uwe Hohmann
german top tenEquities 02. Jan 2024
Jahresausblick Rates & Credit 2024
Jahresausblick (FI/FX )Fixed Income & FX, Equities 23. Nov 2023
Outlook: Outlook 2024
Uwe Hohmann
Jahresausblick (Aktien)Fixed Income & FX, EquitiesBanken, Chemie, ... 22. Nov 2023
Mobility: German Automotive Sector: What the Future Holds
Pal Skirta
sector reportEquitiesMobilität 19. Okt 2023
2023 Q4 Top Ten Update: Stratec out - Wacker Neuson in
Uwe Hohmann
german top ten updateEquities 17. Okt 2023
quarterly preview: 2023 Q3
Metzler Research Team
quarterly previewEquities 06. Okt 2023
2023 Q4 Disillusionment on the stock market
Uwe Hohmann
german top tenEquities 02. Okt 2023
quarterly preview: 2023 Q2
Metzler Research Team
quarterly previewEquities 06. Jul 2023
2023 Q3 German economy stagnating
Uwe Hohmann
german top tenEquities 03. Jul 2023
quarterly preview: 2023 Q1
Metzler Research Team
quarterly previewEquities 05. Apr 2023
2023 Q2 A modest economic recovery only
Uwe Hohmann
german top tenEquities 03. Apr 2023
quarterly preview: 2022 Q4
Metzler Research Team
quarterly previewEquities 12. Jan 2023
Utilities/Renewables: The gates are open for more renewables expansion; electricity and gas prices should trend downwards
Guido Hoymann
sector reportEquitiesVersorger/Erneuerbare Energien 09. Jan 2023
2023 Q1 Slowly improving outlook in a turbulent environment
Uwe Hohmann
german top tenEquities 02. Jan 2023
Jahresausblick FI/FX 2023
Jahresausblick (FI/FX )Fixed Income & FX, Equities 30. Nov 2022
Outlook: Headwinds to weaken in the course of 2023
Uwe Hohmann
Jahresausblick (Aktien)Fixed Income & FX, EquitiesAutomobilzulieferer, Banken, ... 30. Nov 2022
Credit-Ausblick 2023 - Von Krise zu Krise - Hoffnungsschimmer am Horizont?
Jahresausblick (FI/FX )Fixed Income & FX, Equities 30. Nov 2022
quarterly preview: 2022 Q3
Metzler Research Team
quarterly previewEquities 06. Okt 2022
2022 Q4 Economic downturn in full swing
Uwe Hohmann
german top tenEquities 04. Okt 2022
2022 Q3 Top Ten Update: RWE out - BASF in
Uwe Hohmann
german top ten updateEquities 31. Aug 2022
quarterly preview: 2022 Q2
Metzler Research Team
quarterly previewEquities 07. Jul 2022
2022 Q3 Balancing act without a safety net
Uwe Hohmann
german top tenEquities 01. Jul 2022
2022 Q2 Top Ten Update: Rheinmetall & Bilfinger out - Fresenius & Krones in
Hendrik König
german top ten updateEquities 10. Mai 2022
quarterly preview: 2022 Q1
Metzler Research Team
quarterly previewEquities 08. Apr 2022
2022 Q2 From the great transformation to the turn of the times
Hendrik König
german top tenEquities 01. Apr 2022
2022 Q1 Top Ten Update: Nordex out - Bilfinger in
Hendrik König
german top ten updateEquities 02. Mär 2022
2022 Q1 Top Ten Update: BASF out - Sartorius in
Hendrik König
german top ten updateEquities 28. Feb 2022
2022 Q1 Top Ten Update: Mercedes-Benz & Fraport out / RWE & Rheinmetall in
Hendrik König
german top ten updateEquities 25. Feb 2022
2022 Q1 Top Ten Update: Commerzbank & DWS out; Kion & SAP in
Hendrik König
german top ten updateEquities 07. Feb 2022
quarterly preview: 2021 Q4
Metzler Research Team
quarterly previewEquities 13. Jan 2022
2022 Q1 Dé-jà-vu at the turn of the year
Hendrik König
german top tenEquities 03. Jan 2022
equity special: The Metzler Research ESG Approach
Guido Hoymann
equity specialEquities 01. Dez 2021
Jahresausblick FI/FX 2022
Jahresausblick (FI/FX )Fixed Income & FX, Equities 25. Nov 2021
Outlook: The Wizard of OZ(QE) is between a rock and a hard place
Hendrik König
Jahresausblick (Aktien)Fixed Income & FX, EquitiesAutomobilzulieferer, Banken, ... 25. Nov 2021
Credit-Ausblick 2022 – (kein) Ende der lockeren Geldpolitik?
Jahresausblick (FI/FX )Fixed Income & FX, Equities 25. Nov 2021
2021 Q4 Top Ten Update: Nordex out - Infineon in
Hendrik König
german top ten updateEquities 20. Okt 2021
2021 Q4 Top Ten Update: TeamViewer out - SAP in
Hendrik König
german top ten updateEquities 08. Okt 2021
quarterly preview: 2021 Q3
Metzler Research Team
quarterly previewEquities 07. Okt 2021
2021 Q4 People's parties without people
Hendrik König
german top tenEquities 01. Okt 2021
Chemicals: A strong upswing - and it is probably just the beginning
David Varga
sector reportEquitiesChemie 16. Sep 2021
2021 Q3 Top Ten Update: Dt. Börse & Infineon out - MLP & Traton in
Hendrik König
german top ten updateEquities 04. Aug 2021
quarterly preview: 2021 Q2
Metzler Research Team
quarterly previewEquities 09. Jul 2021
capm special: Bundestag election - The Merkel era is coming to an end
Hendrik König
capm specialFixed Income & FX, EquitiesAutomobilzulieferer, Banken, ... 08. Jul 2021
Steel: A new era of steel
David Varga
sector reportEquitiesStahl 06. Jul 2021
2021 Q3 Return of everyday problems
Hendrik König
german top tenEquities 01. Jul 2021
equity special: Net Zero – ambitious but doable
Guido Hoymann
equity specialEquities 01. Jul 2021
2021 Q3 Top Ten Update: Steico out - Dt. Börse in
Hendrik König
german top ten updateEquities 22. Jun 2021
Green Hydrogen for Transport, Heat and Industry
Guido Hoymann
Metzler meets ScienceEquities 09. Jun 2021
2021 Q2 Top Ten Update: HeidelbergCement & Commerzbank out - Steico & SAP in
Hendrik König
german top ten updateEquities 10. Mai 2021