Big picture
View the Metzler Capital Markets View methodology
Tactical view
View the Metzler Capital Markets View methodology
Investment themes
View the Metzler Capital Markets View methodology
Methodology

Big Picture

In the big picture section, we present our assessment of global growth, inflation and monetary policy trends.

Tactical View

In the tactical view section, we depict our assessment of the relevant benchmarks for the different asset classes. We look at these benchmarks from three different angles regarding stability of the trend: 1.) fundamental, 2.) trend and 3.) trend risk. Our assessment includes a positive and negative view and is based on various factors and sub-signals.

Investment Themes

In the investment themes section, we highlight top-down investment themes that we believe are relevant for the asset classes.

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Bankhaus MetzlerService Capital Markets Assistenz_Equities@metzler.com
(+49) 69 2104-235
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