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Investment Themes

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Chinese brands: new favourites at home

Whether it's chic sports shoes, baby food, make-up or luxurious electric SUVs: through clever marketing, low prices and not least by appealing to national sentiment, Chinese brands are making serious competition for global providers on their home market. An investment theme for DJE - Asia.

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Addressing climate change with clean tech

The EU is tightening its climate targets, the USA wants to rejoin the Paris climate agreement and China is planning CO2 neutrality before 2060. Global politics is declaring war on climate change. This creates promising opportunities for investors, as combating climate changeincludes an almost inexhaustible bundle of megatrends. An investment theme for the DJE - Alpha Global.

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AI, take over please

Artificial intelligence (AI) is considered to be a key technology of the future - and not only since the digitalization push caused by Covid-19. Its fields of application are endless - and its growth potential enormous: market research companies like Tractica expect a tenfold increase in sales by 2025. Thanks to faster computing power and better data quality through the Internet of Things and 5G, the foundation of the AI era has been laid. An investment theme for the DJE - Alpha Global.

 

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All that glitters is not concrete gold

Crises like the one triggered by the Corona virus test the resilience of many industries and companies, including the real estate sector. They make problems visible that may have been present before, but were not noticed or ignored during the boom. Hagen Ernst analyses where the risks but also the opportunities for real estate investors are to be found.

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Constantly charged up

In boom times many investors often think of utilities as "boring". But in times of a crisis utilities are among the top performers on the stock markets. The sector is experiencing a continuing trend towards electrification and is able to shine with relatively stable profits despite a decline in demand.

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Cloud, Artificial Intelligence & Co. - Support in the crisis

The technology sector (IT) is one of the most important drivers of the global economy. Even the current corona pandemic does not change this. On the contrary: During and after the crisis, more demand for new digital solutions is being generated.

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A perfect fit

DJE's absolute return concept: adequate return with the least possible fluctuations.

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The bill, please

Banks and insurance companies are at the forefront of the financial sector. However, current trends provide tailwind for others: Asset managers are benefiting from the low interest rate environment, and payment service providers are benefiting from digital change.

 

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Sustainability

With the ecologically conscious, sustainable investment, investors can noticeably expand their opportunities to do something for the environment. This is because it is accompanied by the commitment of fund managers, for example, who ask the companies in which they want to invest and, if necessary, also exert pressure. There is green leverage for every investor.

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