“Draghi put” remains in place How will central banks react to the large correction of bond and stock markets that seems to be under way
For this year’s edition of the Super Return International conference taking place at the end of February 2018 Jochen Wermuth has been invited to give
Still the same story: strong growth, low inflation, exuberant stock markets Since inflation is mostly well below target in industrialized countries, central banks remain in
Leading European impact investor, Wermuth Asset Management, has deployed the first of a multi-tranche investment of its Green Growth Fund 2 (GGF2), into NexWafe GmbH,
Stock markets move closer to a major correction Read the full article in PDF format: Wermuths_Investment_Outlook_29August2017
Deceptively calm markets Read the full article in PDF format: Wermuths_Investment_Outlook_16June2017
Sell bonds, don’t buy stocks! Read the full article in PDF format: Wermuths_Investment_Outlook_11Apr2017
Sell bonds, buy stocks! Read the full article in PDF format: Wermuths_Investment_Outlook_06Jan2017
