Aktienübersicht
Aktuelles Research
capm daily: Fokus ifo Index: Positiv, aber noch zu früh zum Träumen + Positive Anzeichen häufen sich
Uwe Hohmann, Eugen Keller
capm dailyFixed Income & FX, Equities 25. Nov 2022
capm daily: Fokus Weltwirtschaft: US PMIs enttäuschen + Inflation Reduction Act
Uwe Hohmann, Eugen Keller, ...
capm dailyFixed Income & FX, Equities 24. Nov 2022
Datagroup: Attractive combination of resilience and growth
Oliver Frey
company noteEquitiesIT-Services 23. Nov 2022
W&W: Interest rates to boost recurring earnings but side-effects seem likely
Jochen Schmitt
company noteEquitiesVersicherung 23. Nov 2022
Bertrandt: 2021/22 burdened by higher material, recruiting costs
Jürgen Pieper
company noteEquitiesAutomobilzulieferer 23. Nov 2022
IVU Traffic: Accelerated growth
Alexander Neuberger
company noteEquitiesSoftware 23. Nov 2022
capm daily: Fokus OECD: Weitere Molltöne zur Konjunktur + Homeoffice-Arbeit als Pandemiefolge
Uwe Hohmann, Eugen Keller, ...
capm dailyFixed Income & FX, Equities 23. Nov 2022
capm daily: Fokus Inflation: Entspannungssignale mehren sich! + Nichts eingespart
Uwe Hohmann, Eugen Keller, ...
capm dailyFixed Income & FX, Equities 22. Nov 2022
2G Energy: Solid growth continues
Guido Hoymann
company noteEquitiesVersorger/Erneuerbare Energien 21. Nov 2022
Meist gelesen
Smartbroker Holding: High uncertainties and a lack of short-term catalysts
Tom Diedrich
company noteEquitiesMedien 26. Aug 2022
capm daily: Fokus ifo Index: Positiv, aber noch zu früh zum Träumen + Positive Anzeichen häufen sich
Uwe Hohmann, Eugen Keller
capm dailyFixed Income & FX, Equities 25. Nov 2022
credit daily: Bundesbank sieht hohe Abwärtsrisiken im dt. Finanzsystem
Juliane Rack
credit dailyFixed Income & FX 25. Nov 2022
Spezialthemen
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, Automobil, ... 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, Automobil, ... 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
quarterly preview: 2021 Q1
Metzler Research Team
quarterly previewEquities 07. Apr 2021
2021 Q2 Waiting for the vaccine
Hendrik König
german top tenEquities 01. Apr 2021
2021 Q1 Top Ten Update: Daimler, Dt. Boerse & Gerresheimer out - Commerzbank, DWS & Kion in
Hendrik König
german top ten updateEquities 10. Mär 2021
The relevance of hydrogen for achieving climate neutrality
Guido Hoymann
Metzler meets ScienceEquities 24. Feb 2021
2021 Q1 Top Ten Update: Covestro & Dt. Lufthansa out - GEA Group & Dt. Boerse in
Hendrik König
german top ten updateEquities 26. Jan 2021
quarterly preview: 2020 Q4
Metzler Research Team
quarterly previewEquities 14. Jan 2021
capm view: Riding the Blue Wave
Eugen Keller, Hendrik König, ...
capm viewFixed Income & FX, Equities 14. Jan 2021
capm view: Reiten auf der Blue Wave
Eugen Keller, Hendrik König, ...
capm viewFixed Income & FX, Equities 14. Jan 2021
2021 Q1 Markets on the vaccine needle
Hendrik König
german top tenEquities 04. Jan 2021
2020 Q4 Top Ten Update: HelloFresh out - Siemens in
Hendrik König
german top ten updateEquities 11. Dez 2020
Jahresausblick FI/FX 2021
Jahresausblick (FI/FX )Fixed Income & FX, Equities 03. Dez 2020
2020 Q4 Top Ten Update: Siltronic out - W&W in
Hendrik König
german top ten updateEquities 01. Dez 2020
Outlook: The central bank liquidity train is still pulling everyone along - next stop digital QE
Hendrik König
Jahresausblick (Aktien)Fixed Income & FX, EquitiesAutomobil, Banken, ... 30. Nov 2020
Jahresausblick Credit 2021
Jahresausblick (FI/FX )Fixed Income & FX, Equities 26. Nov 2020
2020 Q4 Top Ten Update: Infineon out - HelloFresh in
Hendrik König
german top ten updateEquities 29. Okt 2020
capm view: Geld- und Fiskalpolitik dominieren alles
Eugen Keller, Hendrik König, ...
capm viewFixed Income & FX, Equities 22. Okt 2020
capm view: Monetary and fiscal policy dominate everything
Eugen Keller, Hendrik König, ...
capm viewFixed Income & FX, Equities 22. Okt 2020
capm special: US Election brawl: An election during a global pandemic
Hendrik König
capm specialFixed Income & FX, EquitiesAutomobil, Bau, ... 19. Okt 2020
quarterly preview: 2020 Q3
Metzler Research Team
quarterly previewEquities 01. Okt 2020
2020 Q4 A lot of hope - little in real terms
Hendrik König
german top tenEquities 01. Okt 2020
2020 Q3 Top Ten Update: Covestro & va-Q-tec out - Gerresheimer & Siltronic in
Hendrik König
german top ten updateEquities 21. Sep 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 specialEquitiesAutomobilzulieferer, Bau, ... 07. Sep 2020
2020 Q3 Top Ten Update: Dt. Post out - Dt. Börse in
Hendrik König
german top ten updateEquities 24. Aug 2020
2020 Q3 Top Ten Update: Bechtle & Stratec out - va-Q-tec & Wacker Neuson in
Hendrik König
german top ten updateEquities 14. Aug 2020
2020 Q3 Top Ten Update: Takkt out - Covestro in
Hendrik König
german top ten updateEquities 11. Aug 2020
Stahl: Q2 preview - Upbeat on ThyssenKrupp and Klöckner
David Varga
sector reportEquitiesStahl 24. Jul 2020
2020 Q3 Top Ten Update: Sartorius & Allianz out - Stratec & HelloFresh in
Hendrik König
german top ten updateEquities 20. Jul 2020
capm view: Overcoming Covid-19?!
Eugen Keller, Hendrik König, ...
capm viewFixed Income & FX, Equities 06. Jul 2020
capm view: Überwindung von Covid-19?!
Eugen Keller, Hendrik König, ...
capm viewFixed Income & FX, Equities 06. Jul 2020
quarterly preview: 2020 Q2
Metzler Research Team
quarterly previewEquities 02. Jul 2020
2020 Q3 Real economic development has yet to confirm market recovery
Hendrik König
german top tenEquities 01. Jul 2020
capm special: COVID-19 is putting the real estate winning streak to the test
Hendrik König
capm specialFixed Income & FX, EquitiesImmobilien 29. Jun 2020
equity special: 5 Phases of a crisis
Hendrik König
equity specialEquitiesAutomobil, Banken, ... 15. Mai 2020
2020 Q2 Top Ten Update: BASF out - Suedzucker in
Hendrik König
german top ten updateEquities 23. Apr 2020
Chemie Evonik might be the only one standing by its guidance
David Varga
sector reportEquitiesChemie 21. Apr 2020
capm view: Corona Shock: When does the pain go away?
Eugen Keller, Hendrik König, ...
capm viewFixed Income & FX, Equities 21. Apr 2020
capm view: Corona-Schock: Wann hört der Schmerz auf?
Eugen Keller, Hendrik König, ...
capm viewFixed Income & FX, Equities 21. Apr 2020
capm special: A slow process full with uncertainties: Trying to reverse the global rolling blackout
Hendrik König
capm specialFixed Income & FX, Equities 08. Apr 2020
2020 Q2 Top Ten Update: Stratec out - Evonik in
Hendrik König
german top ten updateEquities 03. Apr 2020
quarterly preview: 2020 Q1
Metzler Research Team
quarterly previewEquities 02. Apr 2020
2020 Q2 The great uncertainty
Hendrik König
german top tenEquities 01. Apr 2020
Automobil Corona collapse: Historical crash in H1, moderate recovery in H2e
Jürgen Pieper
sector reportEquitiesAutomobilzulieferer, Automobil 31. Mär 2020
2020 Q1 Top Ten Update: RWE & Takkt out - Stratec & Henkel in
Hendrik König
german top ten updateEquities 11. Mär 2020
Chemie Another shock wave for the Chemicals industry
David Varga
sector reportEquitiesChemie 05. Mär 2020
2020 Q1 Top Ten Update: IVU Traffic, Commerzbank, Sixt out - Dt. Post, Steico, Helma in
Hendrik König
german top ten updateEquities 05. Mär 2020
equity special: Welcome to the green new 20's
Hendrik König
equity specialEquitiesChemie, Bau, ... 28. Feb 2020
2020 Q1 Top Ten Update: Siltronic out - Munich Re in
Hendrik König
german top ten updateEquities 19. Feb 2020
2020 Q1 Top Ten Update: Dt. Lufthansa out - MTU in
Hendrik König
german top ten updateEquities 28. Jan 2020
equity special: Appealing risk/reward situation: Western Europe exposure & "Value"
Hendrik König
equity specialEquitiesAutomobil, Banken, ... 17. Jan 2020
2020 Q1 Top Ten Update: Salzgitter out - Sixt in
Hendrik König
german top ten updateEquities 15. Jan 2020
quarterly preview: 2019 Q4
Metzler Research Team
quarterly previewEquities 14. Jan 2020
capm view: Fokus 2020: Kleinere Zuwächse bei Risky Assets
Eugen Keller, Hendrik König, ...
capm viewFixed Income & FX, Equities 07. Jan 2020
capm view: Focus 2020: Smaller Returns Of Risky Assets
Eugen Keller, Hendrik König, ...
capm viewFixed Income & FX, Equities 07. Jan 2020
2020 Q1 Recession avoided for the time being
Hendrik König
german top tenEquities 02. Jan 2020
2019 Q4 Top Ten Update: Shop Apotheke out - Takkt in
Hendrik König
german top ten updateEquities 16. Dez 2019
Outlook TINA, please don’t call it QE, call it QE infinity
Hendrik König
Jahresausblick (Aktien)Fixed Income & FX, EquitiesAutomobil, Banken, ... 04. Dez 2019
Jahresausblick FI/FX 2020
Jahresausblick (FI/FX )Fixed Income & FX, Equities 27. Nov 2019