Dieter Wermuth, Economist and Partner at Wermuth Asset Management After 14 years of expansionary policies, central banks have recently changed course. They react to the

Dieter Wermuth, Economist and Partner at Wermuth Asset Management Contrary to all forecasts, Germany’s car fleet – just as car fleets in the rest of

Dieter Wermuth, Economist and Partner at Wermuth Asset Management Economists used to say that if the US sneezed the rest of the world would catch

Dieter Wermuth, Economist and Partner at Wermuth Asset Management There is a discussion these days about the likely cost of reconstructing Ukraine’s infrastructure and housing

 The energy transition, called Energiewende in German, had lately lost some momentum. Since the formation of a new federal government in Berlin late last year

Dieter Wermuth, Economist and Partner at Wermuth Asset Management For a long time, Russia has been selling more to the rest of the world than

What goes up must come down. Fossil fuel prices have increased so much they have lost touch with fundamentals and are therefore bound to fall