Equities

Spotlight: Big opportunities with small companies

Why quality makes all the difference

The accelerated future of the energy transition

A successful tandem: Active stock picking and a convincing ESG approach

Why profitable growth companies can still offer high returns

Spotlight: Rotation impacting our portfolios

The return trap in renewable energy investments

Megatrends as a key component of structural growth

Germany - Stability in the Heart of Europe

Our investment philosophy and what our portfolios look like