Last spring I had already written a piece about this topic. In the meantime, immigration has become an even more important issue in European media

Globally, CO2 emissions continue to increaseDieter Wermuth, Economist and Partner at Wermuth Asset Management Despite all the efforts and success stories in rich OECD countries,

Dieter Wermuth, Economist and Partner at Wermuth Asset Management Since spring 2022 both fiscal and monetary reins have been increasingly tightened. Budget deficits of European

Dieter Wermuth, Economist and Partner at Wermuth Asset Management The discussion about Germany’s economic decline, about its status as Europe’s sick man, will not end,

Dieter Wermuth, Economist and Partner at Wermuth Asset Management A few days ago, Professor Bernd Raffelhüschen and his research assistants at the Universität Freiburg have

Dieter Wermuth, Economist and Partner at Wermuth Asset Management On August 19, the British “Economist” had asked on its title page whether Germany was “….

Dieter Wermuth, Economist and Partner at Wermuth Asset Management To speculate about deflation again at this point looks premature at first glance, but not at

Dieter Wermuth, Economist and Partner at Wermuth Asset Management There is a popular rule of thumb for long-term investors of securities: 60/40, 60 percent equities,

Dieter Wermuth, Economist and Partner at Wermuth Asset Management If I compare the development of European income and output to Swiss and US numbers in

Dieter Wermuth, Economist and Partner at Wermuth Asset Management A ghost is going around in Germany, called de-industrialization. It’s the topic of countless studies and

Dieter Wermuth, Economist and Partner at Wermuth Asset Management My thesis, that a growing population does usually not just lead to an increase of a

Dieter Wermuth, Economist and Partner at Wermuth Asset Management Few analysts had thought that it was possible: the Swedes did it – to reduce CO2