bergos now
Welcome to Bergos Now, the new Bergos podcast series, where our experts discuss news, trends, and current events in the context of the capital markets. We hope you enjoy listening!
17 December
Michael Ambros
Central Banks – Quo Vadis?
10 December
Till Christian Budelmann
Chief Investment Officer
This week, we sit down with our CIO Till Christian Budelmann and discuss the Bergos Outlook 2022.
03 DECEMBER
Art Basel Miami Beach
This week our Art Consult reports live from Art Basel Miami Beach.
26 NOVEMBER
René Bolhar
Head Fixed Income
19 November
Therese Schwerzmann
Active Advisory
This week Therese Schwerzmann is giving us an introduction to medical technology.
12 November
Gareth Donkin
“aka Master Soul Boy”
Bergos AIR AWARDEE
This week we talk to our current Bergos Artist In Residence (AIR) Gareth Donkin aka “Master Soul Boy”!
05 November
Maximilian Mahn
Equity Analyst
This week our equity analyst Maximilian Mahn shares his view on the current earnings season.
29 October
Till Christian Budelmann
Chief Investment Officer
This week, we sit down with our CIO Till Christian Budelmann and discuss central banks and their remarkable inflation tolerance.
22 October
Art Consult at Fiac
15 October
Martina Oetiker
Active Advisory
In today’s episode Martina Oetiker explains a few essential facts about the Swiss watch industry.
08 October
Kallum Pickering
Senior Economist Berenberg Bank London
Crisis – the mother of innovation? Senior Economist Kallum Pickering on Productivity. Today vs after the Financial Crisis.
01 October
Till Christian Budelmann
Chief Investment Officer
This week, our CIO Till Christian Budelmann gives an in-depth analysis of the election in Germany (“Greens and Free Democrats to be kingmakers”).
24 September
ART BASEL SPECIAL
17 September
Thomas Nabholz, Partner and Tax expert at law firm MLL Meyerlustenberger Lachenal Froriep Ltd
10 September
Till Christian Budelmann
Chief Investment Officer
This week, our CIO Till Christian Budelmann gives an in-depth preview of the election in Germany (“a choice that matters”).
3 September
Dr Thomas Kellein
Director Art Consult
After the pandemic? The state of the art market – we discuss this and more in our latest podcast.
27 AUGUST
René Bolhar
Head Fixed Income
This week, René Bolhar explores our new Format Bergos Ed and breaks down the myth and mystery of “Money”.
20 AUGUST
Kallum Pickering
Senior Economist Berenberg Bank London
Kallum Pickering
Senior Economist Berenberg Bank London
This week, Kallum Pickering, the Senior Economist at Berenberg Bank London, is taking a closer look at the state of the global economy, inflation risks and the upcoming German elections.
13 August
Till Christian Budelmann
Chief Investment Officer
This week, we sit down with our CIO Till Christian Budelmann and discuss various macro topics and an old Wall Street cliché: “Never short a dull market”.
6 August
Martina Oetiker and Thomas Christen
This week our stock market analysts Martina Oetiker and Thomas Christen dive deep into the topic of “swissness” as well as looking at family businesses in Switzerland.
30 July
Dr Thomas Kellein
Director Art Consult
Who knows art prices? Together with Dr Thomas Kellein we take a closer look at who shaped the field from 1989 to today.
23 July
Thomas Christen and Maximilian Mahn
This week our equity analysts Thomas Christen and Maximilian Mahn share their view on the current earnings season.
16 July
Till Christian Budelmann
Chief Investment Officer
This week, we sit down with our CIO Till Christian Budelmann and discuss the biggest political risks for markets: China/Taiwan, Germany, France, Italy and US midterms.
9 July
Frederik carstensen
BERGOS Equity strategist
In this week’s episode, our equity strategist Frederik Carstensen takes a look at the equity market performance in the first half of the year and describes our current positioning here at Bergos.
2 July
Maximilian Mahn and Dennis König
BERGOS ACTIVE ADVISORY
This week, Maximilian Mahn and Dennis König dive deep underneath the surface of the stock market and give a perspective on specific drivers of their respective sectors.
25 June
Soumaila Tékété
Active Advisory
Commodities expert Soumaila Tékété talks to us about industrial metals, why we should pay attention to them right now and how private investors can benefit.
18 June
Till Christian Budelmann
Chief Investment Officer
This week, we sit down with our CIO Till Christian Budelmann and discuss the strong economic recovery and whether investors nonetheless should expect a summer of consolidation for the markets.
11 JUNE
Annick PAradis and Guy Aufenacker-PART 2
“We are all in one boat!” Together with Pollination, we take a closer look at decarbonization efforts – with particular focus on commercial shipping.
4 JUNE
Annick PAradis and Guy Aufenacker
“We are all in one boat!” Together with Pollination, we take a closer look at decarbonization efforts – with particular focus on commercial shipping.
28 MaY
Dr Thomas Kellein
Director Art Consult
This week, we talk to Dr Thomas Kellein about the Venice Biennale of Architecture.
21 MAY
Till Christian Budelmann
Chief Investment Officer
This week, on the occasion of the 50th episode of Bergos NOW, we not only look to the past but eye the future with our CIO Till Christian Budelmann. We also explore why it’s so important to always leave emotion out of capital market analysis.
14 may
René Bolhar
Bond Strategist
This week, we talk to René Bolhar about ESG – what it means and why it matters.
07 MaY
Dr Thomas Kellein
Director Art Consult
This week we sit down with Dr Thomas Kellein and take a closer look at what NFTs mean for the art world.
30 APRIL
Till Christian Budelmann
Chief Investment Officer
This week, we sit down with our CIO Till Christian Budelmann and briefly discuss the probability of a Baerbock chancellorship – and then we analyze in detail what we have learned from Biden’s first 100 days in office.
23 April
Dennis König and Maximilian Mahn
BERGOS ACTIVE ADVISORY
This week, we sit down with Dennis König and Maximilian Mahn and talk about the most recent data from this earnings season.
16 APRIL
Till Christian Budelmann
Chief Investment Officer
This week, we sit down with our CIO Till Christian Budelmann and review our investment calls from early January (regarding global equities, regions/sectors, bonds and gold).
9 April
Dr Thomas Kellein and Maximilian Mahn
This week, Dr Thomas Kellein and Maximilian Mahn shed some light on NFTs and look at it from different perspectives.
1 April
Dr. Peter Raskin
CEO
In this special Episode we talk to our CEO Dr. Peter Raskin and our first Artist In Residence, Flo Grand, about Bergos‘ new AIR program. Stay tuned until the end for a little treat!
26 March
Till Christian Budelmann
Chief Investment Officer
This week, we sit down with our CIO Till Christian Budelmann and talk about the political developments in Germany and France – highlighting the risks for the economy and markets.
19 March
Dennis König and Raphael Dirren talking about
Bergos NexT.
This week, we sit down with Dennis König and Raphael Dirren, talking about what the initiative NEXT means to Bergos.
12 March
Maximilian Hefele
Head of Asset Management
This week, we sit down with our Head of Asset Management, Maximilian Hefele, and talk about some exciting updates about inflation regarding the COVID-19 crisis.
05 March
Till Christian Budelmann
Chief Investment Officer
This week: Our CIO Till C. Budelmann explains why we at Bergos still believe in our base case 2021 – despite the recent spike in bond yields.
26 FEBRUARY
Dr Thomas Kellein
Director Art Consult
This week, we talk to Dr Thomas Kellein about the current situation of museums and art fairs, and he explains some recent trends in the art world.
19 February
Dr. Jill Kabelitz and Guy Aufenacker
This week, we sit down with Dr. Jill Kabelitz and Guy Aufenacker who discuss current and future trends in the maritime world and give an overview of commercial shipping.
12 FEBRUARY
Till Christian Budelmann
Chief Investment Officer
This week: Our CIO Till C. Budelmann explains why he believes that earnings growth is the big fundamental question mark for equity markets in 2021.
05 February
Frederik Carstensen
Bergos Equity Team
In this week’s episode, Frederik Carstensen from the Bergos equity team explains the recent hype about GameStop and how retail investors are changing the rules on Wall Street.
29 January
Maximilian Mahn und Thomas Christen
Bergos Active Advisory Team
This week: Maximilian Mahn and Thomas Christen from the Bergos Active Advisory Team talk about the earning season in Switzerland, retail investors who team up in online forums, and a possible outlook in the energy sector.
22 January
Till Christian Budelmann
Capital Market Strategist
This week: Our capital market strategist Till C. Budelmann explains, what impact Armin Laschet as a CDU Chairman and potential German Chancellor might have on the economy and the capital market.
15 January
René Bolhar
Bond Strategist
This week: René Bolhar talks about what 2021 might bring in terms of bonds.
08 January
Till Christian Budelmann
Capital Market Strategist
This week: Our capital market strategist Till C. Budelmann comments on the latest events in Washington and discusses broader issues at the start of the year.
23 December
Christmas special
This week: A special episode in order to celebrate Christmas.
18 December
Dr Thomas Kellein
Director Art Consult
This week: As it is almost the end of the year, Dr. Thomas Kellein looks back and discusses some important changes that happened in the art world.
11 December
Kallum Pickering
Senior Economist Berenberg Bank London
This week: Kallum Pickering, Senior Economist at Berenberg Bank London, is taking a closer look at some recent developments and implications surrounding Brexit.
04 December
Till Christian Budelmann
Capital Market Strategist
This week: Our Capital Market Strategist Till Christian Budelmann gives a global outlook for 2021.
27 November
Three questions with…
Jürg Sonderegger
Head of Compliance
This week: Jürg Sonderegger, our Head of Compliance and head of the pandemic team, looks back on the year and talks about some of the measures the bank has put in place in order to reduce the threats and risks of the COVID-19 crisis.
20 November
Three questions with…
Till Christian Budelmann
Capital Market Strategist
This week: „Georgia (and vaccines) on my mind“ – our capital market strategist Till C. Budelmann explains his basic assumptions for 2021.
13 November
Three questions with…
Maximilian Hefele
Head of Asset Management
This week: Maximilian Hefele talks about investment strategies in a turbulent year.
06 November
Till Christian Budelmann
Capital Market Strategist
The final outcome of the US election is still not official. However, we at Bergos had already assumed Wednesday afternoon that Joe Biden would eventually become the next President. In this podcast our capital market strategist Till C. Budelmann explains what a Biden Presidency would mean for the economy.
30 October
Three questions with…
Mathias Metzger
Head of Active Advisory
This week: Mathias Metzger talks to us about the new Bergos Advisory Services.
23 October
Three questions with…
Till Christian Budelmann
Capital Market Strategist
This week: Till Christian Budelmann quantifies the probabilities for the different US election scenarios and assesses the consequences of the 11/3 results for global financial markets and individual market segments.
16 October
Three questions with…
Therese Schwerzmann
Active Advisory
This week: we talk to Therese Schwerzmann about thematic investments and discuss current mega trends.
09 October
Three questions with…
Till Christian Budelmann
Capital Market Strategist
This week: Till Christian Budelmann takes a closer look at the global currency market and explains the Bergos FX approach by the example of a couple of relevant currency pairs (EUR/USD, EUR/CHF).
02 October
Three questions with…
Maximilian Mahn
Active Advisory
This week: Green Energy
Today, our equity specialist Maximilian Mahn explains why energy companies are increasingly focusing on renewable energy and what impact this has on the sector.
25 September
Three questions with…
Till Christian Budelmann
Capital Market Strategist
This week: Till Christian Budelmann looks back on the life of Supreme Court Justice Ruth Bader Ginsburg who has just recently passed away. He explains what we can expect in terms of the replacement process – and what impact that might have on the economy.
18 September
Three questions with…
Dennis König
Active Advisory
This week: of whales and stocks. Dennis König takes a look at the recent developments surrounding tech stocks.
11 September
Three questions with…
Till Christian Budelmann
Capital Market Strategist
This week: Till Christian Budelmann takes a closer look at the U.S. election race and explains the Bergos approach to determine election probabilities by the example of Trump vs Biden.
04 September
Three questions with…
Dr Thomas Kellein
Art Consult
This week: Dr Thomas Kellein discusses the recent developments in the art sector.
28 August
Special Topic
Therese Schwerzmann
Active Advisory
This Week: Fund Selection
21 August
Three questions with
Dennis König and Maximilian Mahn
Active Advisory
Discuss the European Earnings Season
14 August
Three questions with
Soumaila Tékété
Active Advisory
The Gold Episode: Aurelia Rauch and Soumaila T’ékété talk about Alternative Investments
07 August
Three questions with
Frederik Carstensen
This week: an assessment of the Corporate Earnings Season.
31 July 2020
Three questions with
Dr Thomas Kellein
art consult
This week: A look towards the art market. Aurelia Rauch and Dr. Thomas Kellein talk about recent auctions, galleries and what the Corona Crisis means for the next generation of artists.
24 July 2020
Behind the scenes
A chat between Phil Raskin and Aurelia rauch
Phil Raskin, creator and the voice of this podcast, chats with Aurelia Rauch, Head of Communications
17 July 2020
Three Questions With
Till Christian Budelmann
Capital Market Strategist
About the American Presidential Election and candidate Joe Biden
10 July 2020
Three Questions With
maximilian hefele
head of asset management
Takes a look at inflation and which role expansive monetary policies play
03 July 2020
Three Questions With
René Bolhar
Fixed Income
Talks about the recent events and their meaning for the Fixed Income Markets
28 June 2020
Beyond Money
Dennis König
Active Advisory & Next Gen
Chats with Bergos Now about the Nex Generation project
22 June 2020
Beyond Money
Dr Thomas Kellein
Art Consult
Takes a look at the changes, challenges, and improvements that the corona crisis has brought for the art market
20 June 2020
Three Questions With…
Till Christian Budelmann
Capital Market Strategist
Explains the resilience of equity markets in an otherwise difficult macro-environment
9 June 2020
Three Questions With…
Till Christian Budelmann
Capital Market Strategist
Discusses the events surrounding the killing of George Floyd
disclaimer
This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor an offer for investment-transactions or an investment advice and does not substitute any legal, tax or financial advice. Bergos Berenberg AG does not accept any liability for the accuracy, correctness or completeness of the information. Bergos Berenberg AG excludes any liability for the realisation of forecasts or other statements contained in the publication. The reproduction in part or in full without prior written permission of Bergos Berenberg is not permitted.