Review and outlook 2021

2020 sharpest recession since 1945 In the investment year 2019, the global trade conflicts and the weakening economic growth were clearly in focus. The somewhat more expansive central bank policy, but also the first discussions about fiscal policy measures under the guise of the “Green New Deal” caused the stock markets to rise further at the beginning of this year and in some cases…


Opportunities in the crisis: Should one invest in the COVID-19 losers?

With the development of several vaccines, light is visible at the end of the pandemic tunnel. Should investors now invest in COVID-19 losers? And if so, what should be considered? We present thoughts on gastronomy, vaccines and the length of time until normal operation can start. Finally, we deal with the characterisation of promising investments.   Particularly negatively affected sectors…


World with COVID-19

The long-term impact of the pandemic on the economy, financial markets and society is difficult to assess. We ask some questions and try to answer them to the best of our knowledge. Along the way, you will learn what the abbreviations SRSSI mean.   Question 1: Will the virus remain a constant companion of mankind? The more decentralized, the more heterogeneous and the more often information…


Corona - do what?

This blog post raises questions about what could be done to minimize the health, economic and emotional damage caused by the COVID-19 virus. You will also learn what pandemics could have to do with space travel and why exploring foreign planets and tracking down “extraterrestrial life” could be so difficult. The analysis should be a controversial basis for discussion.   1. Should…