Model Portfolio – Sustainability: The Secret Stars of the Reporting Season
The easing in the Iran war and the figures from the AI groups are causing stock market records. But the risk of a setback is increasing. That's why it's worth looking at values that perform well even without AI.
Munich. The global stock markets have been in a rally mode this week. The German benchmark index Dax reached multiple records, and US indices also hit their highest points. The positive sentiment is attributed to two factors. Firstly, the US and Iran are nearing an agreement in the Middle East conflict, leading to lower oil prices and reduced expectations of interest rates.
This benefits companies and their stock prices. Secondly, the reporting season has proven surprisingly robust, with many companies, including those in the AI sector, exceeding even high expectations. However, the volatility from recent weeks shows that sentiment can quickly turn. Therefore, investors should not only focus on the major tech giants but also on those stocks that perform well even without AI advancements.
Written by urgent.news from Handelsblatt's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
