Blog Archives

European defensive sectors are back in favour

During the recent period of euphoria, stock markets neglected defensive sectors. These interrupted their relative outperformance trends. This, however, has changed in the recent weeks.    

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Posted in Financial Markets, Long-Term Charts, Relative Price Charts

Quality is outperforming again

Quality shares, measured by the STOXX® Global Strong Quality 50, have resumed their outperformance vs. global equities.

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Posted in Financial Markets, Long-Term Charts, Relative Price Charts

European financials

Share prices of European financials have broken their downward trends relative to market indices.    

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Posted in Long-Term Charts, Relative Price Charts, Uncategorized
“With a Steady Hand”
Welcome to the weblog of Karl-Heinz Thielmann, fund manager, financial analyst, economist and dedicated long-term investor.

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