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TRENDS ON THE GERMAN FUND MARKET

Markus Michel, Head of Research at BVI, presents the current trends in the German fund market


Switch to English subtitles by clicking on the gear wheel in the video.

Episode 16: How has the German ETF market developed in recent years? Exchange traded funds (ETFs) are enjoying growing popularity. Markus Michel provides an overview of the size of the German ETF market and its current development. Further information about the German ETF market can be found „here“.
(This video was generated with AI. Important: The content is still created and approved by Markus Michel.)
November 4, 2025

Episode 15: Why are funds with sustainability features investing more in defence companies? Funds with sustainability features are now investing to a much greater extent in companies from the defence sector. Markus Michel analyses in the latest video why exclusions of were lifted and how this affects Article 8 and Article 9 funds. You can find additional facts and figures on this topic in the current issue of “Snapshot Sustainability”.
(This video was generated with AI. Important: The content is still created and approved by Markus Michel.) 
September 8, 2025

Episode 14: How does the home bias of fund managers affect investments in the EU real economy? Markus Michel presents the results of a new BVI study, which examines the "Home Bias" of fund managers and its impact on capital allocation in the EU economy. Further information can be found  in the study "Manager home bias".
(This video was generated with AI. Important: The content is still created and approved by Markus Michel.)
July 8,2025

Episode 13: : How can fund withdrawal plans provide a regular supplementary income? Funds are not only a good choice for capital accumulation. Markus Michel explains in the current video the advantages and flexibility of fund withdrawal plans and how funds can also be used to generate a regular additional income in retirement. Further information on savings plans and withdrawal plans can be found “here”.
(This video was generated with AI. Important: The content is still created and approved by Markus Michel.)
March 24, 2025


Episode 12: Why are savings plans so popular with investors? Markus Michel analyses in his video the development of fund savings plans and answers the question of why they are so popular with private investors in Germany. Further information on savings plans and withdrawal plans can be found here.
(This video was generated with AI. Important: The content is still created and approved by Markus Michel.)
February 18, 2025


Episode 11: How did the market for funds with sustainability features develop in the third quarter of 2024? Markus Michel, Head of Research at BVI, presents the current trends on the German fund market. In this episode, he explains how the market for funds with sustainability features has developed in the third quarter. Further details on the development of the market for funds with sustainability features can be found in the current issue of „Snapshot Sustainability“.
December 12, 2024


Episode 10: How has the portfolio management location developed in recent years? Germany is one of the largest portfolio management locations in Europe. Markus Michel, Head of Research at BVI, explains in his video how it has developed in recent years. If you want to know more about portfolio management in Germany and how it has developed, please refer to the latest "Snapshot Portfolio Management".
November 20, 2024


Episode 9: How do private investors in Germany buy retail funds? Germany is the largest retail fund market in Europe. Markus Michel explains how private investors in Germany buy retail funds. More about the German distribution model, its successes and its challenges for the future, can be found in the "Snapshot fund distribution".
October 23, 2023


Episode 8: Which role can play funds in retirement planning? For those saving for retirement, funds are often a good choice. A fund payout plan can increase your regular income in retirement. Markus Michel explains how long your money will last if you regularly pay out an annuity from what you have saved.
September 5, 2023


Episode 7: What return can investors expect in real terms? You can find more analyses of funds in Germany in our current Yearbook.
July 20, 2023


Episode 6: What distinguishes funds with sustainability features? Further information on funds with sustainability features can be found in the current issue of „Snapshot Sustainability“.
June 13, 2023


Episode 5: Did private investors remain loyal to fund investment in 2022? Markus Michel explains in his video whether private investors remained loyal to fund investment in the difficult environment of 2022. You can find more information on old-age provision with funds here.
May 17, 2023


Episode 4: How fund costs develop. The BVI position on commission-based investment advice can be found here.
April 20, 2023


Episode 3: The new BVI Special Funds Index tracks the performance of open-ended special securities funds held by German investors. Further details on the BVI Special Funds Index can be found here.
March 14, 2023


Episode 2: Which investor groups supported new business in 2022? How did the net funds inflow of mutual funds develop in January? More details on the development of the German fund market can be found here.
February 20, 2023


Episode 1: How much did last year's market turmoil affected German mutual fund investors? Which fund categories were able to escape the downward pressure?
January 31, 2023

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