Construction
Commented by André Will-Laudien on May 12th, 2025 | 07:10 CEST
Is RENK riding the next wave? Heidelberg Materials and Argo Living are at the forefront of sustainability!
Russia's war of aggression against Ukraine and the recent tensions in transatlantic relations have triggered a profound change in the financial sector. Today, Fund managers ask themselves which criteria can be used as "ESG-compliant" or "sustainable" in this new era. The industry remains divided when it comes to defense companies. Nevertheless, fund managers are almost forced to invest in defense in order not to miss out on the steep return trend in 2025. Investors find themselves caught between expected returns and the desire for peace and stability. For RENK shares, this dilemma has given rise to dream returns that, in our view, are not yet reflected in the current figures. Heidelberg Materials and Argo Living, on the other hand, are focusing on sustainable products and have delivered impressive balance sheets so far. Investors should proceed selectively.
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Commented by Stefan Feulner on April 7th, 2025 | 07:20 CEST
Porr AG, Globex Mining, Strategy – Exaggerated panic
After the euphoria came the sobering reality. Following the stock market rally since November, sparked by the re-election of Donald Trump as the new US president, we are now witnessing a direct destruction of capital. Since the Republican's inauguration, the US market has officially lost USD 10 trillion. It remains to be seen to what extent the strategy of punitive tariffs, the opening of trade disputes, and the disruption of supply chains will continue to shake the markets. In particular, companies that serve markets outside the US and can produce their raw materials domestically are likely to benefit the most.
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