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…

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…

The automotive industry is still in a state of upheaval. Increasing internationalization and technological change have further intensified competition…

Gold mining shares have outperformed the gold price itself (in percentage terms) so far this year and also better than the broad commodities market.…

Obesity drugs are booming and changing markets, prices and politics. Our industry commentary classifies the developments in GLP-1 preparations and…