Equities overview
Current Research
Vonovia: Still waiting for news on partial portfolio disposals
Jochen Schmitt
company noteEquitiesReal Estate today
capm daily: Focus Markets: Cautiously Articulated Fed Move Ahead + The first million
Uwe Hohmann, Sebastian Sachs
capm dailyFixed Income & FX, Equities today
Masterflex: FY22 prelims: Again above expectations
Alexander Neuberger
company noteEquitiesIndustrial Technology yesterday
RWE: All segments running well
Guido Hoymann
company noteEquitiesUtilities/Renewables yesterday
Bechtle: Expansion strategy promises continued growth
Oliver Frey
company noteEquitiesIT-Services yesterday
Fraport: Metzler Dialogue with CEO Schulte
Guido Hoymann
company noteEquitiesTransportation/Services yesterday
Porsche AG: High performance continues; high resilience as well
Jürgen Pieper
company noteEquitiesMobility yesterday
capm daily: Focus Markets: Waiting for Wednesday + A view of the week
Uwe Hohmann, Sebastian Sachs
capm dailyFixed Income & FX, Equities yesterday
capm daily: Focus Markets: What is the Fed's decision? + Retiring too early
Uwe Hohmann, Eugen Keller, ...
capm dailyFixed Income & FX, Equities Mar 20, 2023
Most read
credit daily: Spreads: Weiter weiter!
Juliane Rack, Stoyan Toshev
credit dailyFixed Income & FX yesterday
fi/fx strategy: Plötzlich auf völlig neuen Niveaus
Sebastian Sachs
fi/fx strategyFixed Income & FX yesterday
RWE: All segments running well
Guido Hoymann
company noteEquitiesUtilities/Renewables yesterday
Special topics
quarterly preview: 2022 Q4
Metzler Research Team
quarterly previewEquities Jan 12, 2023
Utilities/Renewables: The gates are open for more renewables expansion; electricity and gas prices should trend downwards
Guido Hoymann
sector reportEquitiesUtilities/Renewables Jan 09, 2023
2023 Q1 Slowly improving outlook in a turbulent environment
Uwe Hohmann
german top tenEquities Jan 02, 2023
Jahresausblick FI/FX 2023
Outlook (FI/FX )Fixed Income & FX, Equities Nov 30, 2022
Outlook: Headwinds to weaken in the course of 2023
Uwe Hohmann
Outlook (equities)Fixed Income & FX, EquitiesAutomobile Suppliers, Banks, ... Nov 30, 2022
Credit-Ausblick 2023 - Von Krise zu Krise - Hoffnungsschimmer am Horizont?
Outlook (FI/FX )Fixed Income & FX, Equities Nov 30, 2022
quarterly preview: 2022 Q3
Metzler Research Team
quarterly previewEquities Oct 06, 2022
2022 Q4 Economic downturn in full swing
Uwe Hohmann
german top tenEquities Oct 04, 2022
2022 Q3 Top Ten Update: RWE out - BASF in
Uwe Hohmann
german top ten updateEquities Aug 31, 2022
quarterly preview: 2022 Q2
Metzler Research Team
quarterly previewEquities Jul 07, 2022
2022 Q3 Balancing act without a safety net
Uwe Hohmann
german top tenEquities Jul 01, 2022
2022 Q2 Top Ten Update: Rheinmetall & Bilfinger out - Fresenius & Krones in
Hendrik König
german top ten updateEquities May 10, 2022
quarterly preview: 2022 Q1
Metzler Research Team
quarterly previewEquities Apr 08, 2022
2022 Q2 From the great transformation to the turn of the times
Hendrik König
german top tenEquities Apr 01, 2022
2022 Q1 Top Ten Update: Nordex out - Bilfinger in
Hendrik König
german top ten updateEquities Mar 02, 2022
2022 Q1 Top Ten Update: BASF out - Sartorius in
Hendrik König
german top ten updateEquities Feb 28, 2022
2022 Q1 Top Ten Update: Mercedes-Benz & Fraport out / RWE & Rheinmetall in
Hendrik König
german top ten updateEquities Feb 25, 2022
2022 Q1 Top Ten Update: Commerzbank & DWS out; Kion & SAP in
Hendrik König
german top ten updateEquities Feb 07, 2022
quarterly preview: 2021 Q4
Metzler Research Team
quarterly previewEquities Jan 13, 2022
2022 Q1 Dé-jà-vu at the turn of the year
Hendrik König
german top tenEquities Jan 03, 2022
equity special: The Metzler Research ESG Approach
Guido Hoymann
equity specialEquities Dec 01, 2021
Jahresausblick FI/FX 2022
Outlook (FI/FX )Fixed Income & FX, Equities Nov 25, 2021
Outlook: The Wizard of OZ(QE) is between a rock and a hard place
Hendrik König
Outlook (equities)Fixed Income & FX, EquitiesAutomobile Suppliers, Banks, ... Nov 25, 2021
Credit-Ausblick 2022 – (kein) Ende der lockeren Geldpolitik?
Outlook (FI/FX )Fixed Income & FX, Equities Nov 25, 2021
2021 Q4 Top Ten Update: Nordex out - Infineon in
Hendrik König
german top ten updateEquities Oct 20, 2021
2021 Q4 Top Ten Update: TeamViewer out - SAP in
Hendrik König
german top ten updateEquities Oct 08, 2021
quarterly preview: 2021 Q3
Metzler Research Team
quarterly previewEquities Oct 07, 2021
2021 Q4 People's parties without people
Hendrik König
german top tenEquities Oct 01, 2021
Chemicals: A strong upswing - and it is probably just the beginning
David Varga
sector reportEquitiesChemicals Sep 16, 2021
2021 Q3 Top Ten Update: Dt. Börse & Infineon out - MLP & Traton in
Hendrik König
german top ten updateEquities Aug 04, 2021
quarterly preview: 2021 Q2
Metzler Research Team
quarterly previewEquities Jul 09, 2021
capm special: Bundestag election - The Merkel era is coming to an end
Hendrik König
capm specialFixed Income & FX, EquitiesAutomobile Suppliers, Banks, ... Jul 08, 2021
Steel: A new era of steel
David Varga
sector reportEquitiesSteel Jul 06, 2021
2021 Q3 Return of everyday problems
Hendrik König
german top tenEquities Jul 01, 2021
equity special: Net Zero – ambitious but doable
Guido Hoymann
equity specialEquities Jul 01, 2021
2021 Q3 Top Ten Update: Steico out - Dt. Börse in
Hendrik König
german top ten updateEquities Jun 22, 2021
Green Hydrogen for Transport, Heat and Industry
Guido Hoymann
Metzler meets ScienceEquities Jun 09, 2021
2021 Q2 Top Ten Update: HeidelbergCement & Commerzbank out - Steico & SAP in
Hendrik König
german top ten updateEquities May 10, 2021
quarterly preview: 2021 Q1
Metzler Research Team
quarterly previewEquities Apr 07, 2021
2021 Q2 Waiting for the vaccine
Hendrik König
german top tenEquities Apr 01, 2021
2021 Q1 Top Ten Update: Daimler, Dt. Boerse & Gerresheimer out - Commerzbank, DWS & Kion in
Hendrik König
german top ten updateEquities Mar 10, 2021
The relevance of hydrogen for achieving climate neutrality
Guido Hoymann
Metzler meets ScienceEquities Feb 24, 2021
2021 Q1 Top Ten Update: Covestro & Dt. Lufthansa out - GEA Group & Dt. Boerse in
Hendrik König
german top ten updateEquities Jan 26, 2021
quarterly preview: 2020 Q4
Metzler Research Team
quarterly previewEquities Jan 14, 2021
capm view: Riding the Blue Wave
Eugen Keller, Hendrik König, ...
capm viewFixed Income & FX, Equities Jan 14, 2021
capm view: Reiten auf der Blue Wave
Eugen Keller, Hendrik König, ...
capm viewFixed Income & FX, Equities Jan 14, 2021
2021 Q1 Markets on the vaccine needle
Hendrik König
german top tenEquities Jan 04, 2021
2020 Q4 Top Ten Update: HelloFresh out - Siemens in
Hendrik König
german top ten updateEquities Dec 11, 2020
Jahresausblick FI/FX 2021
Outlook (FI/FX )Fixed Income & FX, Equities Dec 03, 2020
2020 Q4 Top Ten Update: Siltronic out - W&W in
Hendrik König
german top ten updateEquities Dec 01, 2020
Outlook: The central bank liquidity train is still pulling everyone along - next stop digital QE
Hendrik König
Outlook (equities)Fixed Income & FX, EquitiesBanks, Chemicals, ... Nov 30, 2020
Jahresausblick Credit 2021
Outlook (FI/FX )Fixed Income & FX, Equities Nov 26, 2020
2020 Q4 Top Ten Update: Infineon out - HelloFresh in
Hendrik König
german top ten updateEquities Oct 29, 2020
capm view: Geld- und Fiskalpolitik dominieren alles
Eugen Keller, Hendrik König, ...
capm viewFixed Income & FX, Equities Oct 22, 2020
capm view: Monetary and fiscal policy dominate everything
Eugen Keller, Hendrik König, ...
capm viewFixed Income & FX, Equities Oct 22, 2020
capm special: US Election brawl: An election during a global pandemic
Hendrik König
capm specialFixed Income & FX, EquitiesConstruction, Industrial Technology, ... Oct 19, 2020
quarterly preview: 2020 Q3
Metzler Research Team
quarterly previewEquities Oct 01, 2020
2020 Q4 A lot of hope - little in real terms
Hendrik König
german top tenEquities Oct 01, 2020
2020 Q3 Top Ten Update: Covestro & va-Q-tec out - Gerresheimer & Siltronic in
Hendrik König
german top ten updateEquities Sep 21, 2020
equity special: Don't stop me now: Not even Covid-19 seems to be able to stop the green revolution of the EU
Hendrik König
equity specialEquitiesAutomobile Suppliers, Construction, ... Sep 07, 2020
2020 Q3 Top Ten Update: Dt. Post out - Dt. Börse in
Hendrik König
german top ten updateEquities Aug 24, 2020
2020 Q3 Top Ten Update: Bechtle & Stratec out - va-Q-tec & Wacker Neuson in
Hendrik König
german top ten updateEquities Aug 14, 2020
2020 Q3 Top Ten Update: Takkt out - Covestro in
Hendrik König
german top ten updateEquities Aug 11, 2020
Stahl: Q2 preview - Upbeat on ThyssenKrupp and Klöckner
David Varga
sector reportEquitiesSteel Jul 24, 2020
2020 Q3 Top Ten Update: Sartorius & Allianz out - Stratec & HelloFresh in
Hendrik König
german top ten updateEquities Jul 20, 2020
capm view: Overcoming Covid-19?!
Eugen Keller, Hendrik König, ...
capm viewFixed Income & FX, Equities Jul 06, 2020
capm view: Überwindung von Covid-19?!
Eugen Keller, Hendrik König, ...
capm viewFixed Income & FX, Equities Jul 06, 2020
quarterly preview: 2020 Q2
Metzler Research Team
quarterly previewEquities Jul 02, 2020
2020 Q3 Real economic development has yet to confirm market recovery
Hendrik König
german top tenEquities Jul 01, 2020
capm special: COVID-19 is putting the real estate winning streak to the test
Hendrik König
capm specialFixed Income & FX, EquitiesReal Estate Jun 29, 2020
equity special: 5 Phases of a crisis
Hendrik König
equity specialEquitiesBanks, Chemicals, ... May 15, 2020
2020 Q2 Top Ten Update: BASF out - Suedzucker in
Hendrik König
german top ten updateEquities Apr 23, 2020
Chemie Evonik might be the only one standing by its guidance
David Varga
sector reportEquitiesChemicals Apr 21, 2020
capm view: Corona Shock: When does the pain go away?
Eugen Keller, Hendrik König, ...
capm viewFixed Income & FX, Equities Apr 21, 2020
capm view: Corona-Schock: Wann hört der Schmerz auf?
Eugen Keller, Hendrik König, ...
capm viewFixed Income & FX, Equities Apr 21, 2020
capm special: A slow process full with uncertainties: Trying to reverse the global rolling blackout
Hendrik König
capm specialFixed Income & FX, Equities Apr 08, 2020
2020 Q2 Top Ten Update: Stratec out - Evonik in
Hendrik König
german top ten updateEquities Apr 03, 2020
quarterly preview: 2020 Q1
Metzler Research Team
quarterly previewEquities Apr 02, 2020
2020 Q2 The great uncertainty
Hendrik König
german top tenEquities Apr 01, 2020
Automobil Corona collapse: Historical crash in H1, moderate recovery in H2e
Jürgen Pieper
sector reportEquitiesAutomobile Suppliers, Mobility Mar 31, 2020