Category: Global Investment Outlook

DIETER WERMUTH’S INVESTMENT OUTLOOK

DIETER WERMUTH’S INVESTMENT OUTLOOK – AUGUST 2018

Strong headwinds Against a generally healthy economic backdrop there is a long list of open issues that have not only ... Read more
DIETER WERMUTH’S INVESTMENT OUTLOOK

Dieter Wermuth’s Investment Outlook – June 2018

Extremely expensive stocks and bonds  This is an analysis about potential triggers of the next global financial crisis. I am ... Read more
DIETER WERMUTH’S INVESTMENT OUTLOOK

Dieter Wermuth’s Investment Outlook – April 2018

Buoyant economies, overvalued equities Stock markets have corrected a lot since late January, but from a longer-term perspective, the correction ... Read more
DIETER WERMUTH’S INVESTMENT OUTLOOK

Dieter Wermuth’s Investment Outlook – February 2018

“Draghi put” remains in place How will central banks react to the large correction of bond and stock markets that ... Read more
DIETER WERMUTH’S INVESTMENT OUTLOOK

Dieter Wermuth’s Investment Outlook – December 2017

Still the same story: strong growth, low inflation, exuberant stock markets Since inflation is mostly well below target in industrialized ... Read more
DIETER WERMUTH’S INVESTMENT OUTLOOK

Dieter Wermuth’s Investment Outlook – August 2017

Stock markets move closer to a major correction Read the full article in PDF format: Wermuths_Investment_Outlook_29August2017 ... Read more
DIETER WERMUTH’S INVESTMENT OUTLOOK

Dieter Wermuth’s Investment Outlook – June 2017

Deceptively calm markets Read the full article in PDF format: Wermuths_Investment_Outlook_16June2017 ... Read more
DIETER WERMUTH’S INVESTMENT OUTLOOK

Dieter Wermuth’s Investment Outlook – April 2017

Sell bonds, don’t buy stocks! Read the full article in PDF format: Wermuths_Investment_Outlook_11Apr2017 ... Read more
DIETER WERMUTH’S INVESTMENT OUTLOOK

Dieter Wermuth’s Investment Outlook – January 2017

Sell bonds, buy stocks! Read the full article in PDF format: Wermuths_Investment_Outlook_06Jan2017 ... Read more

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