Volatile September: Discovering the Benefits of Lower DAX Ratings
In the world of business and finance, there's always something new to discuss. Here's a snapshot of some of the latest developments that might pique your interest.
Biogen, a company with roots in Sweden, is making waves with its Alzheimer's drug. Meanwhile, silver stocks are experiencing a rally, with silver outperforming gold in recent times.
On the other side of the Atlantic, economic concerns are brewing. Uncertainties in Donald Trump's trade policy, fears of rising interest rates due to high public debt, and potential setbacks in the stock market are causing a stir. According to the FedWatch tool, 92 percent of market participants expect a 25 basis points interest rate cut by mid-September in the USA. A further interest rate cut by 2025 is still considered likely by American market participants.
In the USA, the median expected revenue growth is 6.4 percent, and US small-caps are enticing with attractive valuations, interest rate hope, and new profit prospects. Top performers of US small-caps are highlighted, and the MAG takeover is becoming increasingly attractive.
Interestingly, 38 out of 40 companies in the DAX are expected to pay out dividends next year. However, the DAX itself has taken a hit, with it falling below the 24,000-point mark in September.
In the realm of pop culture and finance, Taylor Swift's engagement announcement led to a social media explosion, with her Ralph Lauren dress becoming part of the Swift engagement hype.
Finally, the question of the "next big thing" at Apple has been raised again, with CEO Tim Cook being questioned about delivering a new major product. In these uncertain times, companies that convince, particularly those with very low risk of failure, strong financial structures, sustainable earnings, solid equity bases, and sufficient liquidity reserves, are being sought after. Examples include the August Mink GmbH & Co. KG and other resilient Mittelstand companies showing stability even amid ongoing global supply chain disruptions, volatile energy prices, and tight interest rates. Now might be the right time to invest in them due to their crisis resistance, sustainable business models, and the overall market volatility making stable companies more attractive as safe havens.
