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White Papers

White Papers

In-depth, expert analysis on the changing landscape of investments around the world. Leading asset managers reports uncover trends, highlight changes and consider future strategic impact.

DekaBank - A silver lining on the distant interest rate horizon.

What sort of a year was 2015 for the securities markets? In a low-interest environment it turned out, as expected, to be a year for equities, as was 2014. And otherwise? There was more market volatility than in 2014. A varied mixture of news, much of it bad, reached us and had to be processed by the markets. Here the central banks once again played a decisive role.

Company: DekaBank
Date added: 01-12-2015
Sector: Markets

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DekaBank - Central banks remain dependent – on data.

It could have been so simple. If the Fed had just looked at the US economy and believed in its own assessment of 5 % unemployment as full employment, its interestrate lift-off would have been on September 17th. The Fed, however, had concerns over the state of the global economy and any further monetary policy decisions were to be “data dependent”.

Company: DekaBank
Date added: 01-11-2015
Sector: Markets

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DekaBank - Sharp slide continues in commodity markets

The downward trend in commodity prices has accelerated and has affected practically all commodities in the past four weeks. Some commodity prices even recorded double-digit rates of decline. The price decreases were accompanied, and magnified, by a marked loss of financial investor confidence in future price increases. In addition to the strength of the US dollar, concerns about China’s economic condition have increased due to the breaking of its equity bubble and currency devaluation. China is one of the most important consumers of many commodities in the world, and in some cases the most important. We do not, however, expect a sharp drop in Chinese growth, as the government and central bank are intervening to provide support and will continue to do so.

Company: DekaBank
Date added: 14-08-2015
Sector: Commodities

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DekaBank - Between hope and fear

The markets are going to find events in the coming weeks hard to swallow. Not only is Greece likely to prove unable to make its repayment to the IMF that falls due at the end of June, or will make it only with great difficulty, but soon after, namely at the end of July, the Fed will raise its key rates again in a lift-off that will signal the beginning of an exit from many years of crisis policy.

Company: DekaBank
Date added: 19-06-2015
Sector: Markets

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DekaBank - Half-year summary of commodity markets

The major commodity indices are currently very close to their levels at the beginning of the year. Energy commodities are in the lead with a slight gain. This is due to oil prices, as the US natural gas price is significantly below its value at the beginning of the year. The other three major commodity groups of precious metals, base metals and agricultural commodities will likely end the first half of the year with a loss. The strong US dollar is a major factor depressing commodity prices. In addition, the supply situation is satisfactory for most commodities, leaving little room for sustainable price increases.

Company: DekaBank
Date added: 15-06-2015
Sector: Commodities

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