by Maria Lusser | Mar 6, 2024 | CURRENT INVESTMENT TOPIC
The Nikkei has been on a strong upward trajectory lately. It has gained almost 50% since the beginning of 2023 and has finally broken through its all-time high after a long 34 years. Investors are once again turning their attention to the land of the rising sun, even...
by Maria Lusser | Feb 7, 2024 | CURRENT INVESTMENT TOPIC
Do you know what a semiconductor really is and does? No? Then you are not alone. More than a trillion semiconductors are produced worldwide every year. A modern car alone needs more than 1,000 of them. And yet very few people know what a semiconductor really is and...
by Maria Lusser | Jan 10, 2024 | CURRENT INVESTMENT TOPIC
In 2023, the European STOXX 600 Index continued to lag well behind the US SP500 and NASDAQ100 indices. Nevertheless, there were well-known stocks on the old continent too, such as Rolls Royce, which more than doubled. Others, however, such as Zalando, suffered severe...
by Maria Lusser | Dec 6, 2023 | CURRENT INVESTMENT TOPIC
Are you treating yourself to some days off in a hotel at the turn of the year? Have you looked at your stay from a visitor’s perspective and been annoyed by rising prices? In our latest sector analysis, we look at hotels from an investor’s perspective....
by Maria Lusser | Nov 2, 2023 | CURRENT INVESTMENT TOPIC
The share prices of telecommunications providers have disappointed around the world for many years. Hefty dividends were able to alleviate some of the pain, but the industry was hardly a source of real joy. In view of more stable interest rates and modest valuations,...
