2025 was an "annus horribilis", a terrible year for the European automotive industry. US tariff policy, the transformation to electromobility and strong competition from Chinese products, both in China and in the rest of the world, brewed up into a…
By 2026, robotics will reach a decisive inflection point that extends far beyond traditional mechanical engineering cycles. What is emerging is a…
The AI sector is experiencing a historic investment boom: over 1.5 trillion US dollars are flowing into new infrastructure, chips and software…
The Stanford study on artificial intelligence (AI) and white-collar jobs has caused quite a stir. In an interview, Client Portfolio Manager Oleg…
Obesity drugs are booming and changing markets, prices and politics. Our industry commentary classifies the developments in GLP-1 preparations and…
Over the past twelve months, metal producers and diversified mining groups have not been among the favorites on the capital market. The reason for the…
Despite tariffs, inflation and uncertain consumer sentiment, the food sector remains stable. European food stocks are proving resilient - especially…
As a result of the new government's debt policy, German real estate shares have corrected significantly. This raises the question of whether this is…
The AI market (AI stands for artificial intelligence) is in a pronounced correction phase, which has led to oversold situations in places.
After a remarkably strong first half of 2024 for a US election year, the healthcare sector lost significant ground from the end of August (-15% by the…
