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DIETER WERMUTH’S INVESTMENT OUTLOOK – June 2020
Asset allocation at a time of zero bond yields To stick to the standard formula of conservative investing these days – 60% stocks / 40%
Asset allocation at a time of zero bond yields To stick to the standard formula of conservative investing these days – 60% stocks / 40%
How to close the climate financing gap quickly enough.
“Die Welt” article on climate endowment: 16 May 2020 Read the the original post in German here. The Corona crisis has mercilessly revealed that large
Happy to have been part of a great online TBLI panel discussion on the opportunities to profitably move to a sustainable future, triggered by the
Stock markets ignore Corona – so far It is hard to believe that global stock markets have largely shrugged off the prospect that the world economy
Stock market correction will continue The coronavirus shock forces investors to change assumptions about market trends. It is not clear how long the epidemic will
Dividends beat bond yields – by a wide margin By now, the stock market boom is ten and a half years old and thus one
Read the full article at: https://www.cnn.com/2019/11/05/world/climate-emergency-scientists-warning-intl-trnd/index.html
Bond markets: look like bubbles, smell like bubbles – are bubbles I am not aware of any economist who has ever predicted that whole yield
Read the full article in german at: https://blog.zeit.de/herdentrieb/2019/08/26/blase-am-bondmarkt-wird-platzen-nur-eine-frage-der-zeit_11441
Read the full article in german at: https://blog.zeit.de/herdentrieb/2019/08/19/was-eine-co2-steuer-bringt_11432
Read the full article in german at: https://blog.zeit.de/herdentrieb/2019/08/09/rezession-und-ueberbewertete-aktien-ein-gefaehrlicher-mix_11419
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