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
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
Read the full article in german at: https://blog.zeit.de/herdentrieb/2018/09/05/krise-in-den-schwellenlaendern-eskaliert_10995
This year was the first time WAM prepares a report for the UN Principles for Responsible Investment (UN PRI, https://www.unpri.org/) and got excellent scores (results are
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
The International Central and Eastern European Investment conference is an annual event, which is held every year in a different European capital with support from
Read the full article in german at: https://blog.zeit.de/herdentrieb/2018/07/12/die-multis-muessen-mehr-steuern-zahlen_10952
Read the full article in german at: https://blog.zeit.de/herdentrieb/2018/07/06/je-staerker-das-wachstum-desto-groesser-die-risiken_10946
Read the full article in german at: https://blog.zeit.de/herdentrieb/2018/06/21/die-erde-erwaermt-sich-weiter_10936
Read the full article at: https://www.theguardian.com/environment/2018/jun/15/leaked-un-draft-report-warns-of-urgent-need-to-cut-global-warming
Read the full article in german at: https://blog.zeit.de/herdentrieb/2018/06/14/das-bond-ankaufprogramm-der-ezb-laeuft-aus-insgesamt-eine-erfolgreiche-strategie_10915
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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