The economy and the markets: how are they connected?
Share price and balance sheet, stock index and gross domestic product are indeed connected - but not as directly as you might think.


Share price and balance sheet, stock index and gross domestic product are indeed connected - but not as directly as you might think.


Our Senior Analyst Dr. Anselm Hüwe shuttles daily between strategic questions and technical details. Here's what his everyday routine looks like.


Again and again the markets go through phases of euphoria. As prices rise, so do the risks. Yet common risk metrics barely reveal them. Prof. Dr. Stefan May has now developed metrics – “herd risk” and “real risk” – to make the dangers more visible. In this interview, our Head of Investment Management explains why these metrics underscore the value of diversification.


Even though our investment strategists don't rely on gazing into a crystal ball, we do want to set the tone for the new investment year: which trends particularly shaped quirion's global ETF portfolios in 2021 — and why forecast-free investing will pay off in 2022 as well.


Savings plans for securities are in demand. No wonder: small monthly savings amounts make it easier for many people to use the returns of the capital markets to build wealth. And that is not the only reason that makes the case for savings plans.


In mid-November, we carried out the regular rebalancing for our clients. This means the risk-return profiles of the portfolios are now properly calibrated again. We also took the opportunity to swap out a few products in our sustainability portfolio.