Investment Topics
The need for change
While oil prices have continued to rise in recent months, investment in new oil and gas projects have been stalled for some time. Investors are increasingly avoiding industries that produce fossil fuels and high CO2 emissions.
Ukraine war: Distortions on the agricultural market
Ukraine is one of the largest exporters of wheat, oilseeds and other agricultural products. The war could reduce the harvest volume for the 2022/23 season by 30 to 40%. Far-reaching supply shortages cannot be ruled out. Shares from the agricultural sector are moving into focus. An investment theme for DJE - Agrar & Ernährung (agriculture & food).
Utilities – rock or victim of the energy crisis?
In the current difficult market environment, the defensive utilities sector should actually perform above average. However, the Stoxx 600 Utilities Index has also declined slightly since the beginning of the year. Only regulated utilities without major risks have been able to perform well. It seems that the markets have focused too much on the risks and too little on the opportunities.
The Battery of the Future
Hardly any issue is likely to be as defining for this century as climate change. In order to counteract the consequences of climate change, researchers, politicians and companies are increasingly looking for more climate-friendly alternatives to conventional products - including alternatives to classic cars with internal combustion engines.
Scarce commodity: residential real estate remains in demand
Despite increased risks such as interest rates or regulation, residential real estate remains attractive - in addition, high discounts to the intrinsic value of real estate shares are enticing.
Trust no one - and other software success models
Although technology stocks are not as much focused at the moment as they were in 2020, the digital transformation continues and with it the demand for software solutions. The call for security is particularly strong because the shift of sensitive data to cloud systems, like the omnipresent collection of customer data, also triggers unauthorized desires. An investment theme for the DJE - Alpha Global.
Upswing for agricultural shares
Rents and real estate prices have risen in the urban centers for years - we are used to this situation. Rising food prices, however, were not an issue for years. Well, that seems to change now. The consequences for the agricultural sector are analyzed by Jörg Dehning, fund manager of the DJE - Agrar & Ernährung.