23.10.2026
Insights
/ Capital Markets
Capital Markets
Our experts regularly comment on developments in the international capital markets and their impact on our house view and the individual asset classes.
Filters
Topic
Year
Showing 54 insights
Sort by
Filtered by
US MIDTERMS 2026
OUTLOOK ON THE ECONOMY AND FINANCIAL MARKETS OCTOBER 2026 · SPECIAL ISSUE AT A GLANCE MIDTERM ELECTIONS AFTER A TURBULENT FIRST HALF DR JÖRN QUITZAU — CHIEF ECONOMIST…
12 min read
Reflexions Q4 2026
What's moving the markets and what does it mean for investors? In our publication, Reflexions, Bergos experts provide perspective on the key developments shaping capital markets.
5 min read
Vol. 287: Private Banking in Transition
In this week's episode, Stefan Kirsch, Head International Private Banking at Bergos, discusses the evolution of private banking, changing expectations of client advisors and Switzerland’s role as a…
ListenThe Euro Fails to Benefit from U.S. Political Missteps
Dr. Jörn Quitzau und Steffen Killmaier, 05 August 2026 The world is in a state of upheaval. The financial markets are reassessing the (uncertain) future. One of the…
17 min readVol. 285: Halfway There: Capital Markets – Review and Outlook
In this episode, Maximilian Hefele (Head of Asset Management) and Frederik Carstensen (Chief Equity Strategist) discuss developments in the capital markets in 2026: What drove the markets in…
Listen
Reflexions Q3 2026
In the latest edition of our capital markets publication, the Bergos experts analyse the current market environment and discuss the opportunities and risks across the various asset classes.
5 min read
Reflexions Q2 2026
In Reflexions Q2 2026, our Bergos experts share their insights on the current situation in the financial markets and discuss specific opportunities and risks of the individual asset…
6 min read
Reflexions Q1 2026
In Reflexions Q1 2026, our Bergos experts share their insights on the current situation in the financial markets and discuss specific opportunities and risks of the individual asset…
7 min readVol. 275 Our Outlook 2026
This week, we sit down with our CIO, Till Christian Budelmann, to discuss the bank’s Outlook 2026. Read also the latest Market Commentary by Till Christian Budelmann here.
ListenMarket Commentary – Outlook 2026: Equity markets broaden and require a stylistic repositioning
A recession is unlikely in the US. However, the Federal Reserve faces the challenge of balancing an economic slowdown with persistent inflation. Given the rising debt ratio, financial…
6 min readMarket Commentary – Macroeconomic Outlook: AI Could Prove to Be a Growth Wild Card
A recession is unlikely in the US. However, the Federal Reserve faces the challenge of balancing an economic slowdown with persistent inflation. Given the rising debt ratio, financial…
5 min readMarket Commentary – The environment for private markets has improved significantly
Investments in private markets should not be reserved for institutional investors only. Such investments can also be attractive for private investors, says Soumaila Tékété, Head of Alternative Investments…
5 min readNo insights match these filters.