28.11.2022 - Companies

Un(clean) winners

by Christof Schürmann

The ESG taxonomy favors assets that are intended to be sustainable. However, investments in green energy compa-nies perform poorly against the traditional oil and gas industry. Why this is so.

15.09.2022 - Companies

In the shadow of inflation

by Christof Schürmann

Prices are rising everywhere. This could be poison for the stock market if companies do not succeed in passing on price increases. How successful the companies have been so far.

24.08.2022 - Companies

About the happiness of rising interest rates

by Christof Schürmann

The turnaround in interest rates also has its good sides. For example, companies with high pension provisions are seeing a sudden improvement in key balance sheet and share ratios.

03.08.2022 - Companies

The return of nominal interest

by Christof Schürmann

The rise in interest rates also has its good sides: It finally opens up investment opportunities for withdrawal plans again.

15.06.2022 - Companies

The 20th bear market

by Christof Schürmann

The stock markets are under pressure, all major indices have dived into a bear market. But how long do such diving phases last and which stocks perform better - value or growth?

25.05.2022 - Companies

Goodwill - the genie is still in the bottle

by Christof Schürmann

After acquisitions, companies buy risks into their balance sheets. These are often overlooked by investors because they are hardly tangible.
1
2
3