Metzler Research

2021 Q1 Top Ten Update: Covestro & Dt. Lufthansa out - GEA Group & Dt. Boerse in

quarterly preview: 2020 Q4

capm view: Riding the Blue Wave

capm view: Reiten auf der Blue Wave

2021 Q1 Markets on the vaccine needle

2020 Q4 Top Ten Update: HelloFresh out - Siemens in

Jahresausblick FI/FX 2021

2020 Q4 Top Ten Update: Siltronic out - W&W in

Outlook: The central bank liquidity train is still pulling everyone along - next stop digital QE

Jahresausblick Credit 2021

2020 Q4 Top Ten Update: Infineon out - HelloFresh in

capm view: Geld- und Fiskalpolitik dominieren alles

capm view: Monetary and fiscal policy dominate everything

capm special: US Election brawl: An election during a global pandemic

quarterly preview: 2020 Q3

2020 Q4 A lot of hope - little in real terms

2020 Q3 Top Ten Update: Covestro & va-Q-tec out - Gerresheimer & Siltronic in

equity special: Don't stop me now: Not even Covid-19 seems to be able to stop the green revolution of the EU

2020 Q3 Top Ten Update: Dt. Post out - Dt. Börse in

2020 Q3 Top Ten Update: Bechtle & Stratec out - va-Q-tec & Wacker Neuson in

2020 Q3 Top Ten Update: Takkt out - Covestro in

Stahl: Q2 preview - Upbeat on ThyssenKrupp and Klöckner

2020 Q3 Top Ten Update: Sartorius & Allianz out - Stratec & HelloFresh in

capm view: Overcoming Covid-19?!

capm view: Überwindung von Covid-19?!

quarterly preview: 2020 Q2

2020 Q3 Real economic development has yet to confirm market recovery

capm special: COVID-19 is putting the real estate winning streak to the test

equity special: 5 Phases of a crisis

2020 Q2 Top Ten Update: BASF out - Suedzucker in

Chemie Evonik might be the only one standing by its guidance

capm view: Corona Shock: When does the pain go away?

capm view: Corona-Schock: Wann hört der Schmerz auf?

capm special: A slow process full with uncertainties: Trying to reverse the global rolling blackout

2020 Q2 Top Ten Update: Stratec out - Evonik in

quarterly preview: 2020 Q1

2020 Q2 The great uncertainty

Automobil Corona collapse: Historical crash in H1, moderate recovery in H2e

2020 Q1 Top Ten Update: RWE & Takkt out - Stratec & Henkel in

Chemie Another shock wave for the Chemicals industry

2020 Q1 Top Ten Update: IVU Traffic, Commerzbank, Sixt out - Dt. Post, Steico, Helma in

equity special: Welcome to the green new 20's

2020 Q1 Top Ten Update: Siltronic out - Munich Re in

2020 Q1 Top Ten Update: Dt. Lufthansa out - MTU in

equity special: Appealing risk/reward situation: Western Europe exposure & "Value"

2020 Q1 Top Ten Update: Salzgitter out - Sixt in

quarterly preview: 2019 Q4

capm view: Fokus 2020: Kleinere Zuwächse bei Risky Assets

capm view: Focus 2020: Smaller Returns Of Risky Assets

2020 Q1 Recession avoided for the time being

2019 Q4 Top Ten Update: Shop Apotheke out - Takkt in

Outlook TINA, please don’t call it QE, call it QE infinity

Jahresausblick FI/FX 2020

capm view: Risk On Sets In

capm view: Risikobereitschaft nimmt wieder zu

2019 Q4 Top Ten Update: Lanxess out - Norma Group in

2019 Q4 Top Ten Update: Wirecard out - Aareal Bank in

capm special: Lagarde übernimmt

2019 Q4 Top Ten Update: Dt. Euroshop out - BMW in

quarterly preview: 2019 Q3

equity special: Strengthen the defense ahead of the next downward move

2019 Q4 Economic weakness has deepened

equity special: Automotive, auto suppliers: Storms of change - not all of them are destructive

2019 Q3 Top Ten Update: Energiekontor + Evonik out; Nordex + W&W in

equity special: EU Emissions Trading System (ETS): The awakening of the green force

2019 Q3 Top Ten Update: Siemens in - Rheinmetall out

2019 Q3 Top Ten Update: Henkel out - RWE in

Stahl The perfect storm

capm view: Werden die wichtigen Zentralbanken liefern?

Immobilien Stricter rent regulation plans knocking on Berlin's doors

quarterly preview: 2019 Q2

2019 Q3 Waiting for recovery

Quantum computing and the future of encryption

2019 Q2 Top Ten Udate: Henkel out - Koenig & Bauer in

2019 Q2 Metzler Top Ten Update: Salzgitter out - Kion in

capm view: Lower for Longer

quarterly preview: 2019 Q1

2019 Q2 Risen economic risks

capm special: Attractive dividend yields in a slowly rising interest rate environment

2019 Q1 Top Ten Update: Takkt out - HeidelbergCement in

capm special: Welcome to the new German Energy Landscape

Steel Safeguards - more light than shadow - approaching intrinsic values

Economic implications of climate targets

capm special: Crisis Check: Searching for the bottom

2019 Q1 Top Ten Update: Wirecard out - Deutz in

2019 Q1 Top Ten Update: Dt. Telekom & Dt. Lufthansa out - Henkel & RWE in

quarterly preview: 2018 Q4

2019 Q1 Metzler Top Ten Update: K+S out - Wirecard in

capm view: Volatiler Jahresauftakt - lösen sich die Risiken auf?

2019 Q1 In search of solutions

Jahresausblick FI/FX 2019

Outlook Dancing around the top

Chemie A sector entering expansion mode

Artificial Intelligence

CapM View: Jahresendspurt bei erhöhter Volatilität

2018 Q4 Top Ten Update: Deutz out - Dt. Telekom in

quarterly preview: 2018 Q3

2018 Q4 A quarter of urgent decisions

Autonomous cars might come slower than expected

2018 Q3 Top Ten Update: Hypoport out - Deutsche Post in