Assenagon: Assenagon Perspectives Newsletter

Perspectives

There are numerous current capital market outlooks. In his newsletter, our CIO Multi Asset, Thomas Romig, places developments on the financial markets in a wider historical context - always with a view to the question of what investors can learn from history.

The latest issues of our Perspectives Newsletter

Perspectives 20.05.2026

Energy Prices Meet a More Fragile Inflation Environment

PERSPECTIVES | No. 39

Perspectives 01.04.2026

Germany as a Price Taker: Why Energy Imports Are Becoming a Structural Risk

PERSPECTIVES | No. 38

Perspectives 03.03.2026

Inflation Protection and Real Returns: 75 Years of Capital Markets in Comparison

PERSPECTIVES | No. 37

Perspectives 25.11.2025

Weak US Dollar and High Deficits: Tailwinds for Emerging Markets?

PERSPECTIVES | No. 36

Perspectives 12.09.2025

US Treasuries: Why Rate Cuts Do Not Guarantee Capital Gains

PERSPECTIVES | No. 35

Perspectives 31.07.2025

Twin Deficits in the US: More than just a Cosmetic Flaw?

PERSPECTIVES | No. 34

Perspectives 06.06.2025

Periods of Equity Market Stress – Risk or Opportunity?

PERSPECTIVES | No. 33

Perspectives 13.02.2025

Correlation dilemma and inflation pressure: A new reality for multi-asset funds?

PERSPECTIVES | No. 32

Our multi-asset strategy

A modern multi-asset portfolio offers far more than just a combination of equities and bonds. It utilizes the entire spectrum of the capital markets with all their side streets and niches.