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DIETER WERMUTH’S INVESTMENT OUTLOOK

DIETER WERMUTH’S INVESTMENT OUTLOOK – October 2020

15th October 2020

Global recession and strong stock markets – it’s not sustainable In mid-October, the main stock markets are up around 35% from their corona crisis lows

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DIETER WERMUTH’S INVESTMENT OUTLOOK

DIETER WERMUTH’S INVESTMENT OUTLOOK – June 2020

26th 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%

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DIETER WERMUTH’S INVESTMENT OUTLOOK

DIETER WERMUTH’S INVESTMENT OUTLOOK – May 2020

6th May 2020

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

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DIETER WERMUTH’S INVESTMENT OUTLOOK

DIETER WERMUTH’S INVESTMENT OUTLOOK – Mars 2020

6th March 2020

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

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DIETER WERMUTH’S INVESTMENT OUTLOOK

DIETER WERMUTH’S INVESTMENT OUTLOOK – November 2019

26th November 2019

Dividends beat bond yields – by a wide margin By now, the stock market boom is ten and a half years old and thus one

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DIETER WERMUTH’S INVESTMENT OUTLOOK

DIETER WERMUTH’S INVESTMENT OUTLOOK – September 2019

6th September 2019

Bond markets: look like bubbles, smell like bubbles – are bubbles I am not aware of any economist who has ever predicted that whole yield

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DIETER WERMUTH’S INVESTMENT OUTLOOK

DIETER WERMUTH’S INVESTMENT OUTLOOK – June 2019

3rd June 2019

Sell in June and go away – a sensible strategy introductory remarks May is over, and I am late, so I had to replace the

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DIETER WERMUTH’S INVESTMENT OUTLOOK

DIETER WERMUTH’S INVESTMENT OUTLOOK – MARCH 2018

11th March 2019

Stocks and bonds are well supported, but increasingly expensive introductory remarks After the large correction of stock markets in the three months to the end

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DIETER WERMUTH’S INVESTMENT OUTLOOK

DIETER WERMUTH’S INVESTMENT OUTLOOK – DECEMBER 2018

3rd December 2018

Almost everything is expensive For the first time in decades, the usually profitable investment strategy to diversify funds across asset classes – to do well

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DIETER WERMUTH’S INVESTMENT OUTLOOK

DIETER WERMUTH’S INVESTMENT OUTLOOK – AUGUST 2018

18th August 2018

Strong headwinds Against a generally healthy economic backdrop there is a long list of open issues that have not only the potential to unsettle capital

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DIETER WERMUTH’S INVESTMENT OUTLOOK

Dieter Wermuth’s Investment Outlook – June 2018

11th June 2018

Extremely expensive stocks and bonds  This is an analysis about potential triggers of the next global financial crisis. I am aware of Paul Samuelson’s dictum

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DIETER WERMUTH’S INVESTMENT OUTLOOK

Dieter Wermuth’s Investment Outlook – April 2018

9th April 2018

Buoyant economies, overvalued equities Stock markets have corrected a lot since late January, but from a longer-term perspective, the correction has been modest so far.

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