DVFA monthly question June: DVFA Investment Professionals on the IPO market in Germany
The market for IPOs in Germany has been stagnant for many years. “The survey of our DVFA investment professionals shows how urgently overregulation and misregulation, along with the associated compliance burdens, need to be reduced. However, a decisive condition is stronger and continuous domestic demand for shares, actively promoted by the government or at least organised more effectively in regulatory terms, especially via the three pillars of pension provision,” notes Thorsten Müller, Chairman of the Association’s Executive Board.
DVFA monthly question May: DVFA Investment Professionals still cautious about the coalition agreement
How do investment professionals rate the new coalition agreement? The current DVFA monthly survey shows: The majority remains skeptical, reform signals are there, but many key issues are missing or remain vague. The experts see a clear need for improvement in tax and pension policy in particular. Overall, the assessments are mixed.
DVFA Monthly Survey April: AI in equity research – Evolution instead of revolution
Artificial intelligence is changing equity research – not disruptively, but step by step. A recent DVFA survey shows: Analysts will remain indispensable in the future, with AI serving primarily as a supporting tool. Respondents see the greatest strength in data processing, while ethical and regulatory issues require particular attention.
DVFA Monthly Question March: Looking to the future of the Capital Markets Union!
The DVFA monthly survey shows that investment professionals see great opportunities for the future of the Capital Markets Union! Despite the challenges, experts recognise the potential of greater integration and are calling for clear steps towards a sustainable financial market structure in Europe.
DVFA Commission presents new version of the DGFR – German Principles for Financial Research
The DVFA Commission for Company Analysis has fundamentally revised the DGFR – German Principles for Financial Research and now presents version 3.0. The new version has been adapted to current legal and regulatory requirements, particularly with regard to the dissemination of investment recommendations and research studies via social media. In addition, version 3.0 for the first time includes recommendations for the preparation of research for corporate bonds and promissory note loans (SSD).
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
