New deflation risks in the euro area – Dieter Wermuth
12th December 2018
Read the full article in german at: https://blog.zeit.de/herdentrieb/2018/12/11/neue-deflationsgefahren_11117
News
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
Green Revolution, Winners and Losers – Jochen Wermuth
30th November 2018
Read about it here: Green-Revolution-Winners-and-Losers-181122.pdf
UN emission gap report
30th November 2018
There is an enormous gap between what we need to do and what we’re actually doing to prevent dangerous levels of climate change. There is
GGF1 portfolio company Mobility House won the Green Apple Award for Environmental Best Practise
15th November 2018
Read the full article here: https://www.mobilityhouse.com/int_en/magazine/press-releases/green-apple-award-environmental-best-practice.html
The next recession may be around the corner – much too early for the ECB – by Dieter Wermuth
14th November 2018
Read the full article in german at: https://blog.zeit.de/herdentrieb/2018/11/13/die-naechste-rezession-koennte-vor-der-tuer-stehen-viel-zu-frueh-fuer-die-ezb_11083
Euroland: fiscal reasons for the poor performance of its economy – by Dieter Wermuth
6th November 2018
Read the full article in german at: https://blog.zeit.de/herdentrieb/2018/11/05/euroland-spart-sich-arm_11063
Why Italy will not default – but must start growing again, by Dieter Wermuth
25th October 2018
Read the full article in german at: https://blog.zeit.de/herdentrieb/2018/10/25/italiens-wirtschaft-muss-wieder-wachsen_11049
The Nobel Prize in Economic Sciences 2018
9th October 2018
Read full article at: https://www.nobelprize.org/prizes/economics/2018/press-release/
Summary for Policymakers of IPCC Special Report on Global Warming of 1.5°C approved by governments
9th October 2018
Read full article her: https://www.ipcc.ch/pdf/session48/pr_181008_P48_spm_en.pdf
Should not invest in new exploration for oil, gas and coal says Jochen Wermuth on CNBC
26th September 2018
Jochen Wermuth, chief investment officer at Wermuth Asset Management discusses the shifting focus in the future of investment. View the clip on CNBC here: https://www.cnbc.com/video/2018/09/25/should-not-invest-in-new-exploration-for-oil-gas-and-coal-expert-says.html
This is how to profit from the ongoing green industrial revolution
10th September 2018
Jochen’s analysis on who will be the winners from the green industrial revolution (N-TV video in German). Jochen Wermuth explains that several industry sectors will
