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May 20, 2026
In the press

Healthcare Providers: The Quiet Comeback of an Overlooked Sector

Globally, healthcare provider stocks have largely moved sideways over the past five years. While sectors such as technology and commodities attracted significant investor attention, healthcare services gradually slipped out of the spotlight.

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April 1, 2026
Current investment topic

Norway: Attractive sector opportunities beyond energy

The trajectory of geopolitical tensions, particularly in relation to the Iran conflict, remains highly uncertain. In this environment, markets characterized by strong macroeconomic stability and limited direct exposure to geopolitical risks are increasingly attracting investor attention.

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February 6, 2026
Current investment topic

Modernization & Reshoring: Tailwinds for Machinery Makers

While tech dominates the headlines, AI and robotics are quietly transforming nearly every corner of industrial production – making new, high-capacity machinery essential.

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January 7, 2026
Current investment topic

When Trust Fades, Gold Shines

Think debt mountains, geopolitical tensions, unaffordable defense budgets, and economic uncertainty will vanish in 2026? Then gold isn’t for you.

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