Mario Becker

DFO Monthly Review – April 2026

Mario Becker

Review – Enthusiasm for Value and Semiconductor Shares Trumps the Iran War! Focus: Property & Private Markets Property Shares (REITs) Rally in April Property shares (REITs) had a very good April and moved upwards in line with global equity markets.…

DFO Monthly Review – February 2026

Mario Becker

February 2026: A Strong Month Across Asset Classes Like January, global financial markets experienced a very good February. Good money was made across all asset classes, from our money market components to bonds with normal duration and long-term bonds, which…

DFO Monthly Review – January 2026

Mario Becker

Review – January at a glance The positive sentiment on global stock markets continues in January! Though only four weeks have passed, we have already experienced many unexpected events. Almost every day, news from the White House forces us to…

DFO Monthly Review – November 2025

Mario Becker

The beginning of a long-overdue correction in the AI sector… Global financial markets in November were more reminiscent of August or September, months traditionally associated with increased volatility. Thus, 2025 is proving to be a year that is in many…

DFO Monthly Review – October 2025

Mario Becker

Waiting for a correction that never comes? After an unexpectedly strong September, global financial markets also enjoyed a good October. Technology stocks in the United States and Asia in particular recorded sharp gains in some cases, which boosted both the…

DFO Monthly Review – August 2025

Mario Becker

U.S. Stock Market Continues Strong Rally The boom on the U.S. stock market continues! Though August is usually associated with higher volatility and losses, global investors were able to enjoy gains this year, except for Indian equities and long-dated government…