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capm daily
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capm daily: Fokus Märkte: Globale Fondsmanager bleiben skeptisch + Autoabsätze in der EU und in China stark unter Druck
Uwe Hohmann
,
Eugen Keller
capm daily
Fixed Income & FX, Equities
heute
2G Energy: Momentum remains strong
Guido Hoymann
company note
Equities
Versorger/Erneuerbare Energien
gestern
Formycon: Approval of FYB201 in the UK marks a further milestone
Tom Diedrich
company note
Equities
Pharma/Gesundheitswesen
gestern
Fresenius Medical Care: Leaving the trough behind
Alexander Neuberger
company note
Equities
Pharma/Gesundheitswesen
gestern
Deutsche Familienversicherung: Break-even in financial year 2022e appears feasible despite growth
Jochen Schmitt
company note
Equities
Versicherung
gestern
capm daily: Fokus UK: Starker Preisanstieg und noch kein Ende in Sicht + Erfreulicher negativer Trend
Eugen Keller
,
Hendrik König
, ...
capm daily
Fixed Income & FX, Equities
gestern
capm daily: Fokus Märkte: April-Inflation besorgniserregend hoch + Deutsche Bank: Zinserholung vs. Kosteninflation
Eugen Keller
,
Hendrik König
, ...
capm daily
Fixed Income & FX, Equities
18. Mai 2022
Patrizia: Asset base on growth course amid short-term earnings setback
Jochen Schmitt
company note
Equities
Finanzdienstleister
17. Mai 2022
Delticom: Q1: Disappointment at the earnings level
Jürgen Pieper
company note
Equities
Einzelhandel
17. Mai 2022
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capm daily: Fokus UK: Starker Preisanstieg und noch kein Ende in Sicht + Erfreulicher negativer Trend
Eugen Keller
,
Hendrik König
, ...
capm daily
Fixed Income & FX, Equities
gestern
credit daily: Margendruck!
Cem Keltek
credit daily
Fixed Income & FX
gestern
2G Energy: Momentum remains strong
Guido Hoymann
company note
Equities
Versorger/Erneuerbare Energien
gestern
Spezialthemen
2022 Q2 Top Ten Update: Rheinmetall & Bilfinger out - Fresenius & Krones in
Hendrik König
german top ten update
Equities
10. Mai 2022
quarterly preview: 2022 Q1
Metzler Research Team
quarterly preview
Equities
08. Apr 2022
2022 Q2 From the great transformation to the turn of the times
Hendrik König
german top ten
Equities
01. Apr 2022
2022 Q1 Top Ten Update: Nordex out - Bilfinger in
Hendrik König
german top ten update
Equities
02. Mär 2022
2022 Q1 Top Ten Update: BASF out - Sartorius in
Hendrik König
german top ten update
Equities
28. Feb 2022
2022 Q1 Top Ten Update: Mercedes-Benz & Fraport out / RWE & Rheinmetall in
Hendrik König
german top ten update
Equities
25. Feb 2022
2022 Q1 Top Ten Update: Commerzbank & DWS out; Kion & SAP in
Hendrik König
german top ten update
Equities
07. Feb 2022
quarterly preview: 2021 Q4
Metzler Research Team
quarterly preview
Equities
13. Jan 2022
2022 Q1 Dé-jà-vu at the turn of the year
Hendrik König
german top ten
Equities
03. Jan 2022
equity special: The Metzler Research ESG Approach
Guido Hoymann
equity special
Equities
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, Equities
Automobilzulieferer, 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 update
Equities
20. Okt 2021
2021 Q4 Top Ten Update: TeamViewer out - SAP in
Hendrik König
german top ten update
Equities
08. Okt 2021
quarterly preview: 2021 Q3
Metzler Research Team
quarterly preview
Equities
07. Okt 2021
2021 Q4 People's parties without people
Hendrik König
german top ten
Equities
01. Okt 2021
Chemicals: A strong upswing - and it is probably just the beginning
David Varga
sector report
Equities
Chemie
16. Sep 2021
2021 Q3 Top Ten Update: Dt. Börse & Infineon out - MLP & Traton in
Hendrik König
german top ten update
Equities
04. Aug 2021
quarterly preview: 2021 Q2
Metzler Research Team
quarterly preview
Equities
09. Jul 2021
capm special: Bundestag election - The Merkel era is coming to an end
Hendrik König
capm special
Fixed Income & FX, Equities
Automobilzulieferer, Automobil, ...
08. Jul 2021
Steel: A new era of steel
David Varga
sector report
Equities
Stahl
06. Jul 2021
2021 Q3 Return of everyday problems
Hendrik König
german top ten
Equities
01. Jul 2021
equity special: Net Zero – ambitious but doable
Guido Hoymann
equity special
Equities
01. Jul 2021
2021 Q3 Top Ten Update: Steico out - Dt. Börse in
Hendrik König
german top ten update
Equities
22. Jun 2021
Green Hydrogen for Transport, Heat and Industry
Guido Hoymann
Metzler meets Science
Equities
09. Jun 2021
2021 Q2 Top Ten Update: HeidelbergCement & Commerzbank out - Steico & SAP in
Hendrik König
german top ten update
Equities
10. Mai 2021
quarterly preview: 2021 Q1
Metzler Research Team
quarterly preview
Equities
07. Apr 2021
2021 Q2 Waiting for the vaccine
Hendrik König
german top ten
Equities
01. Apr 2021
2021 Q1 Top Ten Update: Daimler, Dt. Boerse & Gerresheimer out - Commerzbank, DWS & Kion in
Hendrik König
german top ten update
Equities
10. Mär 2021
The relevance of hydrogen for achieving climate neutrality
Guido Hoymann
Metzler meets Science
Equities
24. Feb 2021
2021 Q1 Top Ten Update: Covestro & Dt. Lufthansa out - GEA Group & Dt. Boerse in
Hendrik König
german top ten update
Equities
26. Jan 2021
quarterly preview: 2020 Q4
Metzler Research Team
quarterly preview
Equities
14. Jan 2021
capm view: Riding the Blue Wave
Eugen Keller
,
Hendrik König
, ...
capm view
Fixed Income & FX, Equities
14. Jan 2021
capm view: Reiten auf der Blue Wave
Eugen Keller
,
Hendrik König
, ...
capm view
Fixed Income & FX, Equities
14. Jan 2021
2021 Q1 Markets on the vaccine needle
Hendrik König
german top ten
Equities
04. Jan 2021
2020 Q4 Top Ten Update: HelloFresh out - Siemens in
Hendrik König
german top ten update
Equities
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 update
Equities
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, Equities
Automobil, 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 update
Equities
29. Okt 2020
capm view: Geld- und Fiskalpolitik dominieren alles
Eugen Keller
,
Hendrik König
, ...
capm view
Fixed Income & FX, Equities
22. Okt 2020
capm view: Monetary and fiscal policy dominate everything
Eugen Keller
,
Hendrik König
, ...
capm view
Fixed Income & FX, Equities
22. Okt 2020
capm special: US Election brawl: An election during a global pandemic
Hendrik König
capm special
Fixed Income & FX, Equities
Automobil, Bau, ...
19. Okt 2020
quarterly preview: 2020 Q3
Metzler Research Team
quarterly preview
Equities
01. Okt 2020
2020 Q4 A lot of hope - little in real terms
Hendrik König
german top ten
Equities
01. Okt 2020
2020 Q3 Top Ten Update: Covestro & va-Q-tec out - Gerresheimer & Siltronic in
Hendrik König
german top ten update
Equities
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 special
Equities
Automobilzulieferer, Bau, ...
07. Sep 2020
2020 Q3 Top Ten Update: Dt. Post out - Dt. Börse in
Hendrik König
german top ten update
Equities
24. Aug 2020
2020 Q3 Top Ten Update: Bechtle & Stratec out - va-Q-tec & Wacker Neuson in
Hendrik König
german top ten update
Equities
14. Aug 2020
2020 Q3 Top Ten Update: Takkt out - Covestro in
Hendrik König
german top ten update
Equities
11. Aug 2020
Stahl: Q2 preview - Upbeat on ThyssenKrupp and Klöckner
David Varga
sector report
Equities
Stahl
24. Jul 2020
2020 Q3 Top Ten Update: Sartorius & Allianz out - Stratec & HelloFresh in
Hendrik König
german top ten update
Equities
20. Jul 2020
capm view: Overcoming Covid-19?!
Eugen Keller
,
Hendrik König
, ...
capm view
Fixed Income & FX, Equities
06. Jul 2020
capm view: Überwindung von Covid-19?!
Eugen Keller
,
Hendrik König
, ...
capm view
Fixed Income & FX, Equities
06. Jul 2020
quarterly preview: 2020 Q2
Metzler Research Team
quarterly preview
Equities
02. Jul 2020
2020 Q3 Real economic development has yet to confirm market recovery
Hendrik König
german top ten
Equities
01. Jul 2020
capm special: COVID-19 is putting the real estate winning streak to the test
Hendrik König
capm special
Fixed Income & FX, Equities
Immobilien
29. Jun 2020
equity special: 5 Phases of a crisis
Hendrik König
equity special
Equities
Automobil, Banken, ...
15. Mai 2020
2020 Q2 Top Ten Update: BASF out - Suedzucker in
Hendrik König
german top ten update
Equities
23. Apr 2020
Chemie Evonik might be the only one standing by its guidance
David Varga
sector report
Equities
Chemie
21. Apr 2020
capm view: Corona Shock: When does the pain go away?
Eugen Keller
,
Hendrik König
, ...
capm view
Fixed Income & FX, Equities
21. Apr 2020
capm view: Corona-Schock: Wann hört der Schmerz auf?
Eugen Keller
,
Hendrik König
, ...
capm view
Fixed Income & FX, Equities
21. Apr 2020
capm special: A slow process full with uncertainties: Trying to reverse the global rolling blackout
Hendrik König
capm special
Fixed Income & FX, Equities
08. Apr 2020
2020 Q2 Top Ten Update: Stratec out - Evonik in
Hendrik König
german top ten update
Equities
03. Apr 2020
quarterly preview: 2020 Q1
Metzler Research Team
quarterly preview
Equities
02. Apr 2020
2020 Q2 The great uncertainty
Hendrik König
german top ten
Equities
01. Apr 2020
Automobil Corona collapse: Historical crash in H1, moderate recovery in H2e
Jürgen Pieper
sector report
Equities
Automobilzulieferer, Automobil
31. Mär 2020
2020 Q1 Top Ten Update: RWE & Takkt out - Stratec & Henkel in
Hendrik König
german top ten update
Equities
11. Mär 2020
Chemie Another shock wave for the Chemicals industry
David Varga
sector report
Equities
Chemie
05. Mär 2020
2020 Q1 Top Ten Update: IVU Traffic, Commerzbank, Sixt out - Dt. Post, Steico, Helma in
Hendrik König
german top ten update
Equities
05. Mär 2020
equity special: Welcome to the green new 20's
Hendrik König
equity special
Equities
Chemie, Bau, ...
28. Feb 2020
2020 Q1 Top Ten Update: Siltronic out - Munich Re in
Hendrik König
german top ten update
Equities
19. Feb 2020
2020 Q1 Top Ten Update: Dt. Lufthansa out - MTU in
Hendrik König
german top ten update
Equities
28. Jan 2020
equity special: Appealing risk/reward situation: Western Europe exposure & "Value"
Hendrik König
equity special
Equities
Automobil, Banken, ...
17. Jan 2020
2020 Q1 Top Ten Update: Salzgitter out - Sixt in
Hendrik König
german top ten update
Equities
15. Jan 2020
quarterly preview: 2019 Q4
Metzler Research Team
quarterly preview
Equities
14. Jan 2020
capm view: Fokus 2020: Kleinere Zuwächse bei Risky Assets
Eugen Keller
,
Hendrik König
, ...
capm view
Fixed Income & FX, Equities
07. Jan 2020
capm view: Focus 2020: Smaller Returns Of Risky Assets
Eugen Keller
,
Hendrik König
, ...
capm view
Fixed Income & FX, Equities
07. Jan 2020
2020 Q1 Recession avoided for the time being
Hendrik König
german top ten
Equities
02. Jan 2020
2019 Q4 Top Ten Update: Shop Apotheke out - Takkt in
Hendrik König
german top ten update
Equities
16. Dez 2019
Outlook TINA, please don’t call it QE, call it QE infinity
Hendrik König
Jahresausblick (Aktien)
Fixed Income & FX, Equities
Automobil, 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 view
Fixed Income & FX, Equities
05. Nov 2019
capm view: Risikobereitschaft nimmt wieder zu
Eugen Keller
,
Hendrik König
, ...
capm view
Fixed Income & FX, Equities
05. Nov 2019
2019 Q4 Top Ten Update: Lanxess out - Norma Group in
Hendrik König
german top ten update
Equities
01. Nov 2019
2019 Q4 Top Ten Update: Wirecard out - Aareal Bank in
Hendrik König
german top ten update
Equities
16. Okt 2019
capm special: Lagarde übernimmt
Hendrik König
capm special
Fixed Income & FX, Equities
Banken, Bau, ...
14. Okt 2019
2019 Q4 Top Ten Update: Dt. Euroshop out - BMW in
Hendrik König
german top ten update
Equities
14. Okt 2019
quarterly preview: 2019 Q3
Metzler Research Team
quarterly preview
Equities
02. Okt 2019
equity special: Strengthen the defense ahead of the next downward move
Jasko Terzic
equity special
Equities
Bau, Industrial Technology
01. Okt 2019
2019 Q4 Economic weakness has deepened
Hendrik König
german top ten
Equities
01. Okt 2019
equity special: Automotive, auto suppliers: Storms of change - not all of them are destructive
Jürgen Pieper
equity special
Equities
Automobilzulieferer, Automobil
23. Sep 2019
2019 Q3 Top Ten Update: Energiekontor + Evonik out; Nordex + W&W in
Hendrik König
german top ten update
Equities
26. Aug 2019
equity special: EU Emissions Trading System (ETS): The awakening of the green force
Hendrik König
equity special
Equities
Chemie, Bau, ...
14. Aug 2019
2019 Q3 Top Ten Update: Siemens in - Rheinmetall out
Hendrik König
german top ten update
Equities
09. Aug 2019
2019 Q3 Top Ten Update: Henkel out - RWE in
Hendrik König
german top ten update
Equities
31. Jul 2019
Stahl The perfect storm
David Varga
sector report
Equities
Stahl
18. Jul 2019
capm view: Werden die wichtigen Zentralbanken liefern?
Eugen Keller
,
Hendrik König
, ...
capm view
Fixed Income & FX, Equities
18. Jul 2019