Dieter Wermuth’s Investment Outlook – February 2018
9th February 2018
“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
Dieter Wermuth’s Investment Outlook – December 2017
5th December 2017
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
Dieter Wermuth’s Investment Outlook – August 2017
29th August 2017
Stock markets move closer to a major correction Read the full article in PDF format: Wermuths_Investment_Outlook_29August2017
Dieter Wermuth’s Investment Outlook – June 2017
16th June 2017
Deceptively calm markets Read the full article in PDF format: Wermuths_Investment_Outlook_16June2017
Dieter Wermuth’s Investment Outlook – April 2017
11th April 2017
Sell bonds, don’t buy stocks! Read the full article in PDF format: Wermuths_Investment_Outlook_11Apr2017
Dieter Wermuth’s Investment Outlook – January 2017
6th January 2017
Sell bonds, buy stocks! Read the full article in PDF format: Wermuths_Investment_Outlook_06Jan2017