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Commented by André Will-Laudien on October 14th, 2025 | 07:20 CEST

CAUTION: Correction or even steeper rise? 100% with Planethic Group, Novo Nordisk, and Symrise

  • Vegan
  • Food
  • foodtech
  • Sustainability
  • chemicals
  • Pharma

Does it always have to be "caviar"? As a luxury solution, this fish dish is deeply ingrained in the minds of many investors, but sometimes a smarter, hybrid-strategic mix may suffice. In the current market environment, the latest tariff policy from the White House feels like the flickering echo of a spy from Simmel's novel: unpredictable, tactical, and with far-reaching consequences. The threat of high tariffs on imports from numerous countries is putting supply chains on high alert and forcing companies to rethink their calculations. For investors, this means acting quickly, maintaining flexible portfolio weights, and questioning seemingly "safe" values. Those who favor local procurement channels are likely to navigate more stably. Here are a few ideas.

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Commented by Stefan Feulner on October 27th, 2021 | 10:23 CEST

Deutsche Telekom, Barsele Minerals, Symrise - Positive surprises

  • Gold

The reporting season for the third quarter is in full swing. Positive surprises already outweighed the negative ones last week. As a result, the leading indices in the USA, the Dow Jones and S&P 500, reached new highs, and the DAX is also likely to start its year-end rally with the first target of 16,000 points after breaking through the crucial 15,500 mark. Even outside the quarterly figures, there are important events that should positively affect the respective share prices.

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Commented by Mario Hose on May 14th, 2020 | 13:11 CEST

BioNTech, EXMceuticals, Shop Apotheke Europe, Symrise - Shares gaining momentum

  • Health

The easing of measures to contain the Corona Pandemic will be further extended and, in parallel, companies and their employees will be able to increase personal communications again. However, the curfew phase was also used for strategic decisions and developments, as investors can see from announcements in recent weeks. The situation represents a crisis for many people, but it is also an opportunity for change and a new beginning. Market participants have learned in recent months that dependence on China leads to many bottlenecks and global diversification is therefore necessary. Anyone who wants to be part of it must have the right shares in their portfolio.

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Commented by Mario Hose on April 20th, 2020 | 09:43 CEST

Bayer, EXMceuticals, Symrise - investing in the healthcare growth market

  • Healthcare

The Corona Pandemic brings with it many changes. The influences in the supply chain are affecting the economy to the point of stagnation. The lack of contact for people creates challenges in coping with everyday life. The term 'home office' is used in an inflationary way - and often misused, because the difference between 'home office' and 'working from home' is the noise and stress level around it. On top of this, there are also supply bottlenecks for hygiene products, basic foodstuffs and protective equipment. According to a recent statement by the Federal Minister of Economics, Peter Altmaier (CDU), Germany will need 12 billion masks per year to protect the population. But the well-being of the people also depends on other factors.

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