Bergos Now | Capital Markets | Podcasts

Vol. 285: Halfway There: Capital Markets – Review and Outlook

Maximilian Hefele & Frederik Carstensen

July 2026

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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 the first half of the year? What opportunities and risks lie ahead in the coming months?