Current Investment Topics

February 2012
Greece
After experiencing strong turbulence over the last 5 years, the Greek stock index ASE20 has shown a strong upward trend in January. Successful comeback or still slumping?
Market Report Greece

January 2012
Banks
The price-earnings-ratio in the banking industry reached a historically low level. Do European institutes still rank amongst the top 20 in the New Year?
Sector Report Banks

December 2011
Pipelines
The sector „Pipelines“ is performing astonishingly well in spite of a declining stock market. Can we expect a rally during Advent season, a quiet Christmas or rather a New Year’s hangover?
Sector Report Pipelines

November 2011
South Africa
The Cape of Good Hope has lived up to its name for the past few years. Looking ahead: Is South Africa now a gold mine or a penny grave?
Market Report South Africa

October 2011
Tobacco
The tobacco stocks have survived the turbulences of recent months largely unscathed. Is that nothing but smoke and mirrors or a clever long-term investment?
Sector Report Tobacco

September 2011
Distillers & Vintners
A glass of high-quality distiller or vintner goes always with a special occasion. Whether there is now the occasion to invest into this category, you can read in our current sector report.
Sector Report Distillers & Vintners

July 2011
Brewers
Beer will always be consumed! For one year this sector was a flop, but over five years it was top. Is this the moment to invest in breweries again?
Sector Report Brewers

June 2011
Mobile Communications
Communication is a fundamental demand. With attractive market prices, robust cash flows and geographic diversification: Mobile phone operators, good values in uncertain times?
Sector Report Mobile Telecommunications

May 2011
Australia
Is Australia, with lots of raw materials, legal stability and a strong currency, an interesting investment alternative to the US and Europe?
Market Report Australia

April 2011
Health Care
Pharmaceuticals or biotechnology? The macro trend of growth in health care continues. Which sector offers the most attractive investment chances?
Industry Report Health Care

March 2011
Gold Mining
Debts of western countries and political events in the Middle East have contributed to the increased price of gold. Is this then reflected in the performance of gold mining companies?
Sector Report Gold Mining

February 2011
Oil and Gas – Exploration and Production
«Deepwater Horizon» accident and plans for exploratory drilling in the Arctic: Exploration and Production in the US as investment opportunity?
Sector Report Exploration and Production USA

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