NEWS & MEDIA

German rail is not alone. Large parts of the European infrastructure are in a sorry state. There is a huge need for investment and the energy transition requires further mammoth projects of all kinds. Our latest sector study analyzes the major...

Utility versus beauty: We all need clothing, but it’s the accessories that really loosen our purse strings. This is reflected unabashedly in the stock market valuation of the companies in the sector, where beauty beats practicality by a long way....

With the outlook for other sectors deteriorating, we tend to shift into defensive sectors such as pharmaceuticals. Which companies look promising, which fit which investor style, and who are the winners and losers in this sector this year? This and...

Shareholders of renewable energy equipment producers could mainly dream of clean returns during the last two years. In recent weeks, however, analysts have sharply increased earnings expectations in the sector. Even though the market has not yet...

European banks have experienced a challenging decade, with many struggling to adapt to increasing and constantly changing regulatory requirements, as well as to a difficult economic environment. As a result, they have lost significant ground in...

The tennis world has been looking to Australia for the last two weeks and was rewarded with the most exciting matches at the Australian Open. For us, this is an opportunity to take a closer look at the market from an investment perspective....

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....

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...

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...

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...