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
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
Read the full article in german at:https://blog.zeit.de/herdentrieb/2019/07/25/draghi-erwartet-keine-rezession-hat-aber-angst-davor_11408
Read the full article in german at: https://blog.zeit.de/herdentrieb/2019/07/11/deutsches-bip-wird-erneut-zurueckgehen_11377
Read the full article in german at:https://blog.zeit.de/herdentrieb/2019/07/04/das-wunder-von-athen_11369
