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...

Telecommunications providers operate, often quietly, one of the largest and most crucial infrastructures in the world. Nevertheless, their share prices over the last five years have remained notably flat. All while they serve-up their shareholders some attractive...

Far away but yet so close. With its enormous raw material reserves and production capacity, Australia is feeling the effects of war, sanctions, and social rethinking directly and acutely. The Australian market impresses not only with its raw materials, but also with...

A year ago, there were good reasons not to invest in the TecDAX: A less than business-friendly German and European policy, rising energy prices, and Covid to mention a few. If you were subsequently angered by prices which nevertheless rose quickly and strongly in...

Oil & Gas firms do not warm our hearts, but they heat our homes, offices and living spaces. They keep our cars moving – not to mention that most of the world’s electricity is thermally generated – and so also our electric cars, trains, computers, and quite frankly...

Have you enjoyed the festive season and are now looking forward to an eventful 2022? In our latest sector analysis, we look at a sector that spans digital booking platforms, cruise liners, and multi-theatre owners. Everything that makes our leisure time more enjoyable...