Dieter Wermuth

    Dieter Wermuth
    Economist

Dieter's Investment Outlook


Dieter Wermuth, Ph.D. is a co-founder of Wermuth Asset Management and has authored regular Global Investment Outlooks since 2005.

These outlooks monitor global macro trends, and provide forecasts on key indicators like inflation, commodity prices, currency rates and risk appetite. [The views expressed in these outlooks are also considered by our investment teams in the management of our strategies.]


Global Investment Outlook - January 2017

"Sell bonds, buy stocks"

 

 

 

 

 

 

Global Investment Outlook - Oktober 2016

"Weak productivity boosts asset markets"

 

Global Investment Outlook - June 2016

"Asset markets dangerously dependent on central banks"

 

Global Investment Outlook - March 2016

"Asset allocation at a time of low real interest rates"

 

Global Investment Outlook - January 2016

"Global economy slows, deflation risks on the rise again"

 

Global Investment Outlook - January 2015

"Deflation is here..."

 

Global Investment Outlook - March 2015

"Some Green Shoots..."

 

Global Investment Outlook - May 2015

"What if oil prices stay low forever?"

 

Global Investment Outlook - July 2015

"Low interest rates are here to stay"

 

Global Investment Outlook - September 2015

"Commodity crash: importers win, producers lose"

 

Global Investment Outlook - November 2015

"The trends to watch"

 

Global Investment Outlook - February 2014

"Central banks want higher inflation – but disinflation continues..."

 

Global Investment Outlook - May 2014

"Deceptively calm global markets"

 

Global Investment Outlook - July 2014

"No limits to global growth so far"

 

Global Investment Outlook - September 2014

"The case for green investments"

 

Global Investment Outlook - November 2014

"How to benefit from structural change"