Aktienübersicht
Aktuelles Research
capm daily: Fokus USA: Wirtschaft beweist Widerstandskraft + Lieferengpässe fast überall
Eugen Keller, Hendrik König, ...
capm dailyFixed Income & FX, Equities heute
Chemicals: A strong upswing - and it is probably just the beginning
David Varga
sector reportEquitiesChemie gestern
Brenntag: Unchanged growth triggers another guidance upgrade
Alexander Neuberger
company noteEquitiesChemie gestern
Munich Re: Management expects reinsurance prices to rise further
Jochen Schmitt
company noteEquitiesVersicherung gestern
capm daily: Fokus Konjunktur: Schwächeres China, schwächere USA? + Varta: Zulieferer unter Druck nach Apple-Event
Sebastian Sachs, Thomas Seibert
capm dailyFixed Income & FX, Equities gestern
Deutsche Post: Structural trends persist
Guido Hoymann
company noteEquitiesTransport/Services 15. Sep 2021
capm daily: Fokus USA: Inflation verliert an Schwung + Chinas Führung noch nicht am Ende ihrer Kurskorrektur
Uwe Hohmann, Eugen Keller
capm dailyFixed Income & FX, Equities 15. Sep 2021
Deutsche Börse: Management meeting confirms our positive view
Jochen Schmitt
company noteEquitiesFinanzdienstleister 14. Sep 2021
RWE: Separation from the coal business: beneficial but a complex exercise
Guido Hoymann
company noteEquitiesVersorger/Erneuerbare Energien 14. Sep 2021
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capm daily: Fokus Konjunktur: Schwächeres China, schwächere USA? + Varta: Zulieferer unter Druck nach Apple-Event
Sebastian Sachs, Thomas Seibert
capm dailyFixed Income & FX, Equities gestern
fi/fx strategy: Konjunkturell stehen die Zeichen global auf Abschwung
Eugen Keller, Sebastian Sachs
fi/fx strategyFixed Income & FX gestern
credit daily: Vivendi plant Übernahmeangebot für Lagardere
Juliane Rack, Thomas Weber
credit dailyFixed Income & FX gestern
Spezialthemen
Chemicals: A strong upswing - and it is probably just the beginning
David Varga
sector reportEquitiesChemie gestern
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
capm view: Risk On Sets In
Eugen Keller, Hendrik König, ...
capm viewFixed Income & FX, Equities 05. Nov 2019
capm view: Risikobereitschaft nimmt wieder zu
Eugen Keller, Hendrik König, ...
capm viewFixed Income & FX, Equities 05. Nov 2019
2019 Q4 Top Ten Update: Lanxess out - Norma Group in
Hendrik König
german top ten updateEquities 01. Nov 2019
2019 Q4 Top Ten Update: Wirecard out - Aareal Bank in
Hendrik König
german top ten updateEquities 16. Okt 2019
capm special: Lagarde übernimmt
Hendrik König
capm specialFixed Income & FX, EquitiesBanken, Bau, ... 14. Okt 2019
2019 Q4 Top Ten Update: Dt. Euroshop out - BMW in
Hendrik König
german top ten updateEquities 14. Okt 2019
quarterly preview: 2019 Q3
Metzler Research Team
quarterly previewEquities 02. Okt 2019
equity special: Strengthen the defense ahead of the next downward move
Jasko Terzic
equity specialEquitiesBau, Industrial Technology 01. Okt 2019
2019 Q4 Economic weakness has deepened
Hendrik König
german top tenEquities 01. Okt 2019
equity special: Automotive, auto suppliers: Storms of change - not all of them are destructive
Jürgen Pieper
equity specialEquitiesAutomobilzulieferer, Automobil 23. Sep 2019
2019 Q3 Top Ten Update: Energiekontor + Evonik out; Nordex + W&W in
Hendrik König
german top ten updateEquities 26. Aug 2019
equity special: EU Emissions Trading System (ETS): The awakening of the green force
Hendrik König
equity specialEquitiesChemie, Bau, ... 14. Aug 2019
2019 Q3 Top Ten Update: Siemens in - Rheinmetall out
Hendrik König
german top ten updateEquities 09. Aug 2019
2019 Q3 Top Ten Update: Henkel out - RWE in
Hendrik König
german top ten updateEquities 31. Jul 2019
Stahl The perfect storm
David Varga
sector reportEquitiesStahl 18. Jul 2019
capm view: Werden die wichtigen Zentralbanken liefern?
Eugen Keller, Hendrik König, ...
capm viewFixed Income & FX, Equities 18. Jul 2019
Immobilien Stricter rent regulation plans knocking on Berlin's doors
Jochen Schmitt
sector reportEquitiesImmobilien 10. Jul 2019
quarterly preview: 2019 Q2
Metzler Research Team
quarterly previewEquities 03. Jul 2019
2019 Q3 Waiting for recovery
Hendrik König
german top tenEquities 01. Jul 2019
Quantum computing and the future of encryption
Holger Schmidt
Metzler meets ScienceEquities 26. Jun 2019
2019 Q2 Top Ten Udate: Henkel out - Koenig & Bauer in
Hendrik König
german top ten updateEquities 08. Mai 2019
2019 Q2 Metzler Top Ten Update: Salzgitter out - Kion in
Hendrik König
german top ten updateEquities 15. Apr 2019
capm view: Lower for Longer
Eugen Keller, Hendrik König, ...
capm viewFixed Income & FX, Equities 15. Apr 2019
quarterly preview: 2019 Q1
Metzler Research Team
quarterly previewEquities 02. Apr 2019
2019 Q2 Risen economic risks
Hendrik König
german top tenEquities 01. Apr 2019
capm special: Attractive dividend yields in a slowly rising interest rate environment
Hendrik König
capm specialFixed Income & FX, EquitiesBanken, Bau, ... 26. Feb 2019
2019 Q1 Top Ten Update: Takkt out - HeidelbergCement in
Hendrik König
german top ten updateEquities 22. Feb 2019
capm special: Welcome to the new German Energy Landscape
Guido Hoymann
capm specialFixed Income & FX, EquitiesBau, Industrial Technology, ... 12. Feb 2019
Steel Safeguards - more light than shadow - approaching intrinsic values
David Varga
sector reportEquitiesStahl 07. Feb 2019
Economic implications of climate targets
Guido Hoymann
Metzler meets ScienceEquities 06. Feb 2019
capm special: Crisis Check: Searching for the bottom
Hendrik König
capm specialFixed Income & FX, EquitiesAutomobilzulieferer, Automobil, ... 04. Feb 2019
2019 Q1 Top Ten Update: Wirecard out - Deutz in
Hendrik König
german top ten updateEquities 31. Jan 2019
2019 Q1 Top Ten Update: Dt. Telekom & Dt. Lufthansa out - Henkel & RWE in
Hendrik König
german top ten updateEquities 24. Jan 2019