by Maria Lusser | Feb 4, 2026 | CURRENT INVESTMENT TOPIC
While tech dominates the headlines, AI and robotics are quietly transforming nearly every corner of industrial production – making new, high-capacity machinery essential. At the same time, advanced manufacturing technologies are fueling the politically favored...
by Maria Lusser | Jan 7, 2026 | CURRENT INVESTMENT TOPIC
Think debt mountains, geopolitical tensions, unaffordable defense budgets, and economic uncertainty will vanish in 2026? Then gold isn’t for you. But if those risks linger—and all signs point that way—the surge in gold mining stocks could be far from over. As...
by Maria Lusser | Dec 3, 2025 | CURRENT INVESTMENT TOPIC
Power, power, and more power. Electromobility, AI, urbanization – the megatrends of our time share one thing: an insatiable hunger for the king of all energy forms – electricity. Neglect electricity, and you lose the race. Not only Germany is learning this lesson the...
by Maria Lusser | Sep 3, 2025 | CURRENT INVESTMENT TOPIC
When people think of Italy, they picture sun-drenched coastlines, fine wine, and exquisite cuisine. The stock market? Rarely. But it’s worth a second look. Italy isn’t just a land of indulgence—it’s also a land of banks. Financial institutions account for a remarkable...
by Maria Lusser | Jul 3, 2025 | CURRENT INVESTMENT TOPIC
Though they make up just about 5% of the market value, telecommunications equipment providers are among the unsung heroes of the tech industry. As data flows in ever-growing torrents, these companies ensure the basics: That it gets where it needs to go. In our latest...
