The British have not had an easy year politically and socially. Their interest rates have risen earlier and more sharply than all around, while the GBP, which until September only knew the way down, has since gained more than 10% against the USD. And the equity...
The SP500 index is down around 15% on an annual basis. For bargain hunters, the average of the forward-looking P/E ratios is still somewhat high, as with its value of around 16 it stands significantly above the European average. However, looking at the stocks...
While the insurers’ balance sheets have suffered from the price corrections in bonds and equities, their operating business outlook is mostly positive, and rising interest rates are opening up new opportunities. Our current sector analysis shows which full line...
A rock in the surf? While stock markets around the world were in a state of flux in September, the courses of cell phone operators showed the lowest volatility of all sectors. The industry impresses with mostly predictable key figures, good dividends and, if...
The shares of medical equipment manufacturers have corrected much more sharply this year than the rest of the market. On average, they are down around 23%. Nevertheless, the sector remains fundamentally expensive, as in the face of recession fears, it benefits from...
World’s hunger will neither be met by sugar coating nor printing money. We analyse the companies without whose seed, crop protection and fish farming the world’s population could not be fed.The sector has had tailwind on the stock market for years, made progress in...
