Tag: economic situation
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Issuer risk: April 2026
📊 Financial Ratios: The balance sheet structure shows a solid equity ratio, ensuring a stable financial foundation and providing scope for future investments. Profitability is convincing, characterized by consistent results based on a balanced ratio of expenses to revenues. Liquidity ratios indicate sufficient solvency, enabling the reliable fulfillment of short-term obligations. The quality of earnings is ensured by…
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📝 Private Credit strengthens institutional investors
Overview: Private credit is no longer a niche market, but the new focal point of institutional asset allocation. Faced with shrinking bond yields and the drive for diversification, trillions are flowing into this dynamic asset class. Recognizing this shift is not an option, but a necessity. Those who are not positioned in private credit today are ignoring a fundamental power shift in the capital markets and missing out on…
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Sector radar: March 2026
💻 Technology: The technology sector continues to show dynamic development, characterized by innovations in software, semiconductors, and digital infrastructure. Advances in chip technology are driving the performance and efficiency of devices, while software companies are increasingly focusing on cloud-based solutions and artificial intelligence. At the same time, digital infrastructure is gaining importance as the expansion of…
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🧱 Equity ETFs: market capitalisation (large/mid/small)
📏 1. What distinguishes market capitalization ETFs? Market capitalization ETFs sort companies by size. Investors can thus specifically target large, medium-sized, or small companies—depending on their risk profile, growth expectations, and market phase. These ETFs are a key tool for consciously managing the structure of an equity portfolio. 🧩 2. How market capitalization ETFs are structured 🏢 Large Caps 🏭…
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📦 Logistics & global supply chains
🚚 1. What distinguishes logistics ETFs: Logistics and supply chain ETFs invest in companies that enable global flows of goods: transportation, warehousing, ports, parcel services, cargo airlines, containers, rail transport, and supply chain software. The sector is globally relevant, structurally growing, and benefits from e-commerce, globalization, automation, and infrastructure investments. 🧩 2. How logistics ETFs are structured: 📦 Typical segments 🌍 Regions 💸 Cost structure 🔄 Distribution policy 🌐…
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Issuer risk: January 2026
Fundamental Analysis Lang & Schwarz 1. Financial Ratios 2. Profit and Distribution Policy 3. Risk Factors 4. Opportunities Assessment of Issuer Risk Comparison Table – Opportunities vs. Risks Factor Opportunities Risks Valuation (P/E Ratio) Attractively low (approx. 8.2) Limited growth potential in stagnant markets Dividend Policy High yield, shareholder-friendly Payout ratio of 75% % reduces flexibility Equity capital Fund for bank risks strengthened Dependence on trading volume remains…
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