AI between wave of innovation and reality check
07. November 2025The AI sector is experiencing a historic investment boom: over 1.5 trillion US dollars are flowing into new infrastructure, chips and software…
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…
In recent decades, India has developed into one of the fastest growing economies in the world. With its young population, increasing urbanization 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.