Market reports and analyses of the economic environment
Research & Publications
As a family office bank, we are well connected both nationally and internationally as we receive up-to-date information from asset managers, entrepreneurs and financial product providers. This allows us to provide our customers with an advantage through information. A network of trust has even developed within the client base of the family office bank over the years.
Publications
Regularly analysing the economic environment is an important contribution by the experts in our Investment Office in order to derive the key implications for strategic and tactical asset allocation. Current market developments are analysed in the weekly Marcard Marktfokus. The detailed annual Outlook and Review on the other hand, provides a more in-depth analysis of current developments for all relevant asset classes every six months.
"Sound investments require profound knowledge of the investment landscape and markets. Coherent decisions can only be derived from analyses that have been prepared in such a way that they bring about a shared understanding with our clients."
Research
Understanding how financial markets work and what drives them is key to implementing a successful investment strategy. The Investment Office at Marcard, Stein & Co offers clients a variety of research services.
This makes it possible to identify and anticipate business cycle trends and inflationary/deflationary pressures. Analysing the macroeconomic environment is a centrepiece of our tactical asset allocation process. In addition to making medium-term macroeconomic forecasts, the Investment Office also interprets and provides comments on current events in financial markets and the global economy.
The Investment Office has developed tools to measure valuation levels and trends in bond and equity markets. Not only do these tools indicate whether bonds or stocks are more attractive; they also identify the most attractive markets within each asset class.
In addition to conducting our own research, we systematically extract valuable information from media as well as from research reports by brokers, central banks, and international organizations.
In our product research, we focus on the quality of companies and issuers and on the design and pricing of financial products. The products we analyse comprise stocks and bonds as well as funds and derivatives. We conduct our analyses on an individual basis for each client in the context of his/her entire portfolio.
Further Topics at a Glance
