Note

The first half of 2025 was marked by a complex mix of geopolitical tensions, technological transformation, and monetary policy decisions. Despite numerous challenges, capital markets proved resilient overall — a trend th …

Germany as a business location is under pressure—and that is precisely why it offers attractive entry opportunities for investors.

For decades, globalisation has shaped world trade, politics and financial markets. Free global trade was seen as a source of prosperity. However, the dark side of the division of labour and the associated dependencies on …

The US Federal Reserve faces a difficult decision: should it cut interest rates to stabilise the economy or fight inflation by tightening monetary policy? Read the full analysis!

Fashion fades – and that applies not only to bell-bottomed trousers and Prince-of-Wales-check suits, but also to investors' preferences. Whereas conglomerates with a broad base, such as General Electric or Siemens, were …

Autonomous vehicles have the potential to revolutionize mobility, but the reality is more complex. General Motors' recent withdrawal from the robotaxi sector has shaken the industry, highlighting the significant challeng …

Germany’s economic engine is sputtering, its bureaucratic maze is stifling innovation, and while other countries are making the digital leap, we are at a political standstill. Could the 2025 federal election be a turning …

After a weak start to the year, European equity markets rose by an impressive 9% in the first half of the year. But what were the drivers of this recovery? Why the second half of the year offers exciting opportunities, a …

2024 is a historic year as electors in more than 60 countries, representing around half of the world's population, have already voted or are about to do so. While investors and citizens around the world are awaiting perh …

When will summer arrive? Where are the summer highs on the capital market? Individual sectors or stocks are performing strongly, but summer is still lacking across the market as a whole. But there are rays of hope.

With the publication of its voting report, MainFirst aims to create transparency about the fiduciary exercise of voting rights associated with our investors’ assets. Here is our voting rights report for 2023.

AI applications are among the most important developments of the past 20 years and offer interesting investment opportunities in the present. Numerous industries are not only fueling the trend, but also supplying fuel, c …

Since the beginning of the year, investors have been increasingly hopeful that German small and mid-caps to come back on the road of recovery after the historic underperformance of recent years. For private equity, howev …

The administration of the fund companies ETHENEA and MainFirst will be combined under one roof in future. This will make the back-office functions more efficient but will not affect the decision-making processes in portf …

The world is facing a fundamental shift to drastically reduce greenhouse gas emissions. The energy and industrial sectors, which are responsible for most of these emissions, have a crucial role to play. Renewable energie …

We are in a new value investment cycle since 2020, which also includes emerging market assets.

The solar industry has charted an impressive course in recent decades. The technology used to harness the power of the sun has continued to advance and now constitutes a low-cost addition to traditional energy sources. O …

After a challenging year in 2022, German equities are increasingly back in investors' focus. However, investors often initially focus on the standard stocks. Alexander Dominicus assesses the performance of smaller German …

Acting sustainably in all areas is becoming increasingly important for financial service providers. This is demonstrated by MainFirst's third sustainability report.By voluntarily publishing this report, the multi-investm …

Germany was long regarded as one of the world’s leading places to do business. With its strong industry, innovative technologies and highly qualified workforce, its success seemed inexorable. In recent years, however, th …

For a long time, China was the most populous country but India is set to overtake it this year. When exactly, nobody knows but the UN estimates that by mid-year 1.4286 billion people will live in India while China will “ …

The communication of listed companies plays an important role in building trust and credibility with investors. As a fundamentally oriented equity investor, communication with the management and investor relations is an …

The past few years have not been easy for investors around the globe. We have been hit by a number of crises at once, and the coming years will bring fresh challenges. Therefore, we want to examine the claim that dividen …

In the age of digitalisation, we are opening a new chapter: that of artificial intelligence. An era in which new areas and innovations in the technology sector are gaining importance and will be indispensable for the fut …

With the publication of its voting report, MainFirst aims to create transparency about the fiduciary exercise of voting rights associated with our investors’ assets. The voting report 2022 has now been published.

The most powerful transistors today come exclusively from two companies in Taiwan and South Korea. Battery and electric car manufacturers in Asia are also benefiting from the sustained turnaround. This development, toget …

Rising interest rates and aggressive central bank actions weighed on the fixed income market in 2022, including emerging markets (EM) corporate credit. The war in Ukraine further depressed investor sentiment and pushed c …

Many investors look to North America. “But: They should not forget Europe”, advises Olgerd Eichler. In the shadow of other markets, share prices have recently performed well and created excellent buying opportunities - e …

Who hasn't been there? In rush-hour traffic, things don't move very fast, you have to stop and start again: the classic stop-and-go situation. This nerve-wracking form of locomotion can certainly be applied to current ec …

For many observers the sudden end of the Covid-19 restrictions in China lead to some interesting investment opportunities. Welcome in the Year of the Rabbit.

For the third time now, Forum Nachhaltige Geldanlagen (FNG) has awarded a number of MainFirst mutual funds with the FNG Label, the quality standard for sustainable investment funds in German-speaking countries.

The S&P 500 has outperformed the European STOXX Europe 600 (Net Return) EUR by more than 400% since the low point of the financial crisis in March 2009. The US stock market is ahead of Europe this year too, but there are …

Innovation has always been one of the main drivers of economic growth and a mainstay of future development. 2022 has brought a series of unforeseen events and developments around the world.

By voluntarily publishing this report, the multi-investment boutique clearly demonstrates its awareness of its social responsibility and counts sustainability among its key priorities.

This year, Emerging Markets (EM) are in the spotlight. Starting with the Russia-Ukraine conflict, followed by the imposition of large lockdowns in China in April, which disrupted global supply chains, EM have been on inv …

Daniel is 26 and finished college a couple of years ago. He lives in Frankfurt am Main, in the Nordend part of town, and many people who live there like to bike to work. In the neighbourhood there are various organic sup …

A lot has happened in China since the beginning of the Covid crisis. Chinese equity markets reached their peak in February 2021 after rallying by more than 40% since 2020 on the back of a successful management of the pan …

2022 is an extremely challenging year, characterised by a high degree of instability and upheaval. The global economy is going through a difficult period and the uncertainty about future growth remains. A slew of negativ …

MainFirst gives high priority to the representation of interests and voting rights. The second voting report has now been published.

The global economy and the corporate sector are currently being hit by a long list of problems: the ongoing pandemic, fragile value chains, high inflation rates, monetary tightening, and the war in Ukraine. Taken separat …

Following on from the trade war, the Covid-19 pandemic, and now the war in Ukraine, we are seeing the fragile dependencies and weaknesses of worldwide economic globalisation. Establishing reliable supply chains and ensur …

With the publication of its first PAI Statement, MainFirst is strengthening its commitment to providing investors and interested parties with transparent information at all times.

The invasion of Ukraine by Russian troops has come as a shock to the world community. In fact, it came as a surprise to most market participants that such a warlike attack in the middle of Europe so suddenly became a rea …

Dividends are highly valued by investors and represent an essential component in the asset allocation of the overall return on equity investments. In times of low interest rates, in particular, investors look forward to …

The editorial teams of €uro, €uro am Sonntag, Börse-Online and TIAM-Fund Research have presented the Fund Awards for the best funds in Germany for 2022.

Emerging market bond investors are currently facing a number of stress factors. Rising inflation, the likely tightening of central bank monetary policy, the slowdown in China and, last but not least, the omicron variety …

Sustainable investing is now more than just a trend. Companies that still have not addressed the issue are already being penalised with lower investor interest and falling valuations. Generating returns and sustainabilit …

Top honours for MainFirst in terms of sustainability: no fewer than six funds from the Frankfurt-based multi-investment boutique have been awarded the FNG label this year. After four funds were awarded the label for the …

Asia's companies already impress with their high turnover and speed of innovation. Substantial investments in research and in new developments speak for the further potential of the continent, which is also known as the …

After the pandemic was contained, the global economy quickly experienced a significant recovery. In fact, demand picked up so suddenly and so strongly that supply failed to keep up, due in part to a host of obstacles. Eu …

By voluntarily issuing its first voting report, MainFirst is demonstrating its commitment to a transparent approach to the fiduciary exercise of the voting rights associated with its investors’ assets.

Data is the new fuel of the economy. Consequently, companies with data-based business models have taken a leading role in the capital markets, and not just since the pandemic. Adrian Daniel provides an insight into what …

MainFirst Asset Management has surpassed the 5 billion euro mark in terms of assets under management.

A good 3.5 million German companies belong to the small and medium-sized company category. The lesser-known gems among them, the so-called hidden champions, combine many positive characteristics. Portfolio Manager Alexa …

The signs are promising for a longer-term comeback in commodity prices: huge stimulus packages worldwide, recovering demand and supply shortages due to structural underinvestment in recent years are driving commodity pri …

By voluntarily publishing this report, the multi-investment boutique clearly demonstrates its awareness of its social responsibility and the fact that sustainability is one of its key priorities.

In 2021, the international Earth Day motto is "Restore our Earth". The way we eat is closely intertwined with this. Time for an interview with Fund Manager Frank Schwarz.

The MainFirst Absolute Return Multi Asset pursues a sustainable investment strategy and focuses on structural trends. It aims to achieve a long-term positive return above 5%. A fund portrait with Portfolio Manager Adrian …

Annus horribilis for dividend chasers: the pandemic has not even spared companies with stable dividend payouts. In 2020, there was a global decline in dividends of around 12 percent compared with the previous year. Count …

MainFirst Asset Management has received the Performance Award of the French Pyramids of Wealth Management 2021 in the “Collective Management – Flexible Wealth” category for its global multi-asset fund, the MainFirst Abso …

The MainFirst Absolute Return Multi Asset has been awarded the Austrian Fund Prize 2021. The Fund Management received the rating "outstanding" for its performance in the category "Mixed Fund Global Multi Asset".

Trading apps among retail investors are booming, and many long-term investors are wondering if this is the start of a new equity culture. Fund managers Thomas Meier and Alexander Dominicus show the difference between lon …

The term “ESG” is a multifaceted one, covering so many different topics at once. Analogous to the fundamental-based valuation of shares, a one-dimensional approach falls far short of the mark. Therefore, multi-dimensiona …

The fact that e-commerce has been a dynamically growing market for more than 20 years is no longer news. However, Covid-19 has led to an explosion in growth rates, the scale of which has surprised many. But what about th …

The coronavirus pandemic has also resulted in significant challenges for the economies of emerging markets. However, their economic recovery and therefore the ‘catch-up’ potential of corporate bonds from this segment sho …

During the last decade, the United States experienced its longest period of good economic growth. The US economy boomed and this was also reflected in the price levels of the US stock markets. Now the tide may be turning …

Digital transformation is not something that will happen in the future, but rather in the here and now. Its speed is breathtaking. Platforms like Alibaba, Amazon, Apple, Facebook, Tencent or Samsung have achieved what un …

Three of the asset manager’s funds were officially awarded the "LuxFLAG ESG Label" by the independent and internationally recognised Luxembourg Finance Labelling Agency (LuxFLAG).

The January outbreak of the coronavirus pandemic in China had a severe impact on the Chinese real estate market, compared to 2019, property sales in February 2020 dropped by 65 percent. The market has now almost recovere …

The outbreak of the coronavirus has rapidly turned the world upside down. The pandemic has taken hold of our daily lives and we are constantly confronted with its repercussions. But for calm investors, it is already wort …

A promise of attractive returns combined with an acceptable risk. This is what the majority of investors are looking for. However, the investment risk also depends on the strategy in question. Multi-asset offers many inv …

The coronavirus has taken over the world. One glimmer of hope is that, at least in some European countries, the increase in the number of new infections is slowing down slightly. Meanwhile, doctors around the world are s …

Determining the "right" asset allocation is one of the biggest challenges for investors in 2020. With yields on developed market bonds at or near historical lows, investors may well look beyond their own limits in search …

The wind on the capital market is turning. Value stocks (asset values), which have been widely scorned in the past decade, could return to the track of success in the near future, says Olgerd Eichler, Lead Portfolio Mana …

The MainFirst Germany Fund A has been rated "outstanding" at the FONDS professionell KONGRESS in the category "Equity Funds Germany", winning the DEUTSCHE FONDSPREIS for the fifth time in a row. Portfolio Manager Olgerd …

For more news, events, videos and podcasts visit the Newsroom.