News & Market Analyses
Current insights on markets, funds, and investment trends
Stay informed and use our curated expertise for your investment decisions. Here you will find market commentaries, press releases, videos, and news about valuefonds. The experts at ACATIS analyze current developments, provide insights into portfolios, and explain the background to the most important trends.
Hendrik Leber fährt China- und Japan-Allokation hoch
Fondsmanager Hendrik Leber spricht über „stürmische Zeiten“: politische Umbrüche rund um Trump, den KI-Schub und die Folgen für die Märkte. Er bleibt skeptisch gegenüber den USA (u. a. wegen Dollar und Politikrisiken), stockt Asien deutlich auf (China und Japan) und sieht Chancen in Südamerika. Sein Fokus: „langweilige“ Qualitätsaktien des täglichen Bedarfs – dort entstehen aktuell attraktive Gelegenheiten.
Fondsmanager Leber: Diese günstigen Aktien NICHT verpassen / Einschätzung Silber, Gold, Bitcoin
Warum 2026 nicht den Hype, sondern die „Langweiler“ belohnen könnte
Crash-Alarm: Dr. Hendrik Leber sieht gefährliche Blase am Aktienmarkt!
The World in Transition – where We See Opportunities for your Portfolio
In a world undergoing profound change, many investors are seeking direction. Trade wars, inflation, geopolitical power shifts, and technological advancements are putting the financial markets to the test.
In his presentation on June 24, 2025 in Schwarzach, Dr. Hendrik Leber showed where the real opportunities lie today—and how investors can strategically position their portfolios.
No Opportunity without Risk – 22nd ACATIS Value Conference
“No opportunities without risk – however, the reverse is not true.” With this, investment manager Dr. Hendrik Leber set the stage for this year’s ACATIS Value Conference in Frankfurt am Main on May 16, 2025. This year, around 170 guests were able to attend six expert lectures on current investment topics and discuss the themes.
“We are not a Black Box” – Thomas Bosch on Artificial Intelligence
Thomas Bosch stumbled into asset management by chance and, after 20 years in the corporate world, moved to the independent ACATIS to truly make a difference. Since 2017, he has been advocating for the use of Artificial Intelligence in portfolio management there — convinced, but always with humans at the decision-making point.
Dr. Hendrik Leber on Warren Buffett: a Luminary’s Departure
Following Warren Buffett’s announced retirement, ACATIS CEO Dr. Hendrik Leber remains bullish on Berkshire Hathaway stock. And he reveals which company he believes has the potential to follow in Buffett’s footsteps.
Give Risk a Chance, for Progress Demands Risk.
Dr. Hendrik Leber
THAT’S WHY I Remain SKEPTICAL, but THESE Stocks Excite Me.
Dr. Hendrik Leber