DVFA monthly question December: Capital markets more in consolidation mode in 2025 — continued uncertain environment
DVFA Investment Professionals have mixed feelings about the coming year. Equities are the favourite asset class, while geopolitical tensions and economic risks are the biggest sources of uncertainty. Gold remains a favourite, with almost a third of respondents expecting prices above USD 2,900 per ounce. The DAX shows limited optimism and the dollar is likely to remain strong according to the majority. After two strong years, experts are focussing on caution.
DVFA monthly question: Close race expected in US election – concern about growing debt
In the current monthly survey by DVFA, investment professionals have commented on the upcoming US presidential election. The evaluation shows that the majority see the incumbent Vice President Kamala Harris as the favourite. However, a close race and plenty of uncertainty are expected.
DVFA monthly question September: How ESG ratings are used and evaluated
In a recent survey, the DVFA asked investment professionals how they use ESG ratings. The results show that ESG ratings are increasingly in demand, but are not yet used across the board: 38% of respondents currently use ESG ratings very little or not at all. The main reasons for using them are to support sustainable decisions, to fulfil customer requirements and for risk management. Read the results of the latest DVFA monthly survey on this topic here!
DVFA monthly question: After the European elections, digital infrastructure and competitiveness are the most urgent issues
According to the July survey by DVFA, investment professionals consider strengthening digital infrastructure and competitiveness to be the most urgent tasks following the European elections. These issues are seen as crucial for Europe’s economic future.
Capital markets union: dream, illusion or coming reality
At the international capital market forum organised by EFFAS and DVFA, experts discussed concrete measures for the realisation of the European Capital Markets Union. Thorsten Müller, Chairman of the DVFA Executive Board, called for more initiative from the EU Commission in order to catch up with the USA and Asia
DVFA monthly question: Tendency towards more passive than active fund management
In the new monthly question from the German Association for Financial Analysis and Asset Management (DVFA), the investment professionals surveyed were asked to assess the global trend away from active fund management towards more passivity and its consequences.
DVFA monthly question: Generational capital is generally welcomed
In the latest monthly question, DVFA Investment Professionals were asked what they think of the German government’s pension package and the “generational capital” it contains to support state pension funding. “Of course, the longest journey begins with the first step. For many investment experts, however, the discussion about funded pension provision feels about as old as this proverb by Lao Tzu,” says Roger Peeters, CEO of DVFA, describing the results of the survey. “‘Too late, too little’ was the tenor of many of the comments we received. On the other hand, the opinion clearly prevailed that the start that has finally been made is more important than the individual criticism of the concept.”
DVFA Investment Professionals on monetary policy: ECB lets Fed lead the way with interest rate cut
On February 13, 2024, the DVFA Investment Professionals’ assessment was published, indicating that almost two-thirds of them expect the ECB to follow the Fed’s rate cut path at the end of 2024, with the deposit rate at 3.5% or below.
DVFA Monthly Question: Politics sets the wrong course
In the latest edition of the DVFA Monthly Question, the DVFA Investment Professionals identify bureaucracy reduction and the excessive welfare state as main causes for the current weak economic growth.
DVFA Monthly Question: DVFA Investment Professionals Welcome Hybrid AGMs
The latest DVFA monthly question is again addressed to the more than 1,400 members of the association and this month is dedicated to the new hybrid structure of general meetings.
