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...
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...
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...
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...
Have you booked your summer vacation yet? If so, you might have played a part in the recent rebound of related stock prices. From an investor's perspective, this sector has shown promising performance since April, following a significant correction over the winter....
Beyond our stock, fund, industry, and market reports, theScreener also provides market-specific industry allocation proposals. In the Eurozone, our data-driven insights currently favour Banks and Insurances while we underweight Personal & Household Goods. Please...
In the geopolitical triangle of the US, Europe, and China, significant uncertainties loom for 2025. These include challenges to free trade, currency pressures – particularly on the US dollar due to the BRICS nations – Europe’s energy and technology issues, and...
After years of challenges, the global airline industry has, for the first time since the pandemic, returned to pre-COVID levels as of November – a significant milestone. Time for us to have a closer look. Our current analysis examines the industry’s trajectory over...
Banks are a fascinating economic indicator, reflecting not just financial trends but also the social and regulatory environment. From this perspective, it is encouraging that bank share prices have risen sharply in many countries this year. However, it is also...
Although they represent less than 4% of the American market capitalization and receive little media attention, the US insurance sector holds surprisingly interesting opportunities for investors. This year alone, US insurers have gained over 25%, yet they continue to...