Where else can you find interesting investments?
Latin America, China and commodities, for example. In China, credit growth is accelerating once more, the so-called credit impulse is increasing, and this is a good indicator of an improving economy. Latin America should benefit from Russia sanctions because they can supply many commodities and prices are rising.
Is now the time to invest in defense stocks like Lockheed Martin, Hensoldt or Rheinmetall?
They may appear attractive due to current developments, but usually do not meet our basic sustainability requirements.
