Capital Market Analysis
Find here the current Outlook of the Capital Market Analysis Team
Podcast
> Crises: The Creative Power of Destruction
> Asia on the move - gravitational centre of the 21st century?
> Behavioral Finance and the Post-Retirement Crisis
> US High-Yield Bond Market - Large, Liquid, Attractive
> High payout ratio = high earnings growth in the future
> Germany: a Tower of Strength
> The Chinese Renminbi - The New Global Currency
> Dividend strategies in an environment of inflation and deflation
> Dividend stocks - an attractive addition to a portfolio
> Dividends set for 1980s-style comeback
> Demography as an Investment Opportunity (Part 3)
> Pension Systems in a Demographic Transition (Part 2)
> Demographic Turning Point (Part 1)
> Demographics: From Turning Point to Investment Opportunity
> Turning Point: 10 Theses on the Right Way to Invest over the Turning Point
> Decisive insights in a "Changing World"
> The Tentative Opening of the Chinese Capital Market
> Spotlight: A chinese Boomtown
> China Focus - Following the footsteps
> Fighting inflationary pressure
> China Focus - Labour Shortage
> The Renminbi internationalisation gains momentum
> China - Driving Global Growth
> Behavioral Finance: Two Minds at Work
> Convertible bonds: The best of both worlds?
> Credit Spreads - Compensation for Default
> Bond (Fund) strategies - Behind or in front of the curve
> Responsible Investing reloaded
> Sustainable investing: just a fad?
Episodes as MP3
> Crises: The Creative Power of Destruction
> Dividend stocks - an attractive addition to a portfolio - Part 2
> Dividend stocks - an attractive addition to a portfolio - Part 1
> The Chinese Renminbi - The New Global Currency
> Dividends set for 1980s-style comeback
> The Renminbi internationalisation gains momentum
> Demographic Turning Point - Part 6
> Demographic Turning Point - Part 5
> Demographic Turning Point - Part 4
> Demographic Turning Point - Part 3
> Demographic Turning Point - Part 2
> Demographic Turning Point - Part 1
> China's new age of growth - Part 3
> China's new age of growth - Part 2
> China's new age of growth - Part 1
> Decisive insights in a "Changing World" - Part 2
> Decisive insights in a "Changing World" - Part 1
> The Right Way to Invest in the New Normal - 10 theses Part 2
> The Right Way to Invest in the New Normal - 10 theses Part 1
> The new Zoology of Investment Risk Management Part 3
> The new Zoology of Investment Risk Management Part 2
> The new Zoology of Investment Risk Management Part 1
> The sixth Kondratieff - long waves of prosperity Part 3
> The sixth Kondratieff - long waves of prosperity Part 2
