Insightful sector analyses, podcasts with our fund managers and analysts, up-to-date market assessments – including commentary from stock market journalist Markus Koch – and much more: under “Market & Insights”, you will find DJE’s capital markets experti
31 articles
On the stock market, the AI boom is often reduced to chips and networks. But even the most powerful graphics processing unit (GPU) cannot reach its full potential if the data isn’t available fast enough. This is exactly where the
next bottlenecks…
The gold correction has put many mining shares under considerable pressure. This is precisely the moment to look closely: numerous companies are…
Amid consumer reluctance, rising costs, and geopolitical risks, the consumer sector is increasingly seeing the wheat separated from the chaff. Our…
AI remains the key growth engine in technology, with hyperscalers committing record levels of investment while monetisation is finally gaining…
Caught between geopolitical tensions and the AI boom: why global energy demand is likely to continue rising over the long term – and which sectors…
Rising rents, first price recovery - and yet real estate stocks are lagging behind. What the market is overlooking and where opportunities could…
2025 was an "annus horribilis", a terrible year for the European automotive industry. US tariff policy, the transformation to electromobility and…
By 2026, robotics will reach a decisive inflection point that extends far beyond traditional mechanical engineering cycles. What is emerging is a…
Artificial intelligence is currently the dominant topic in the technology sector. Initially, investors unanimously saw enormous growth potential in…
