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Best podcasts about berenberg

Latest podcast episodes about berenberg

Ethical & Sustainable Investing News to Profit By!
March 2026 Sustainable Stock and ETF Picks

Ethical & Sustainable Investing News to Profit By!

Play Episode Listen Later Mar 27, 2026 21:57


March 2026 Sustainable Stock and ETF Picks. Includes an article with a terrific ranking of companies by their ethical standards. By Ron Robins, MBA Transcript & Links, Episode 165, March 27, 2026 Hello, Ron Robins here. Welcome to my podcast episode 165, published on March 27, 2026, titled "March 2026 Sustainable Stock and ETF Picks." This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. I have a great crop of 18 articles for you in this podcast! Note: Some companies are covered more than once. Now with so many articles to potentially cover, I've chosen 3 to quote from. The other 15 can be found on the webpage for this podcast edition, along with their titles and links. ------------------------------------------------------------- The Best 3 Renewable Energy Stocks to Buy and Hold for Decades from fool.com In this episode, I begin with an article on an investment sector at the core of most ethical and sustainable investors' portfolios: renewable energy. The article's title is The Best 3 Renewable Energy Stocks to Buy and Hold for Decades from fool.com. It's by Reuben Gregg Brewer. Here are some quotes on each of his picks. "1) Brookfield Renewable is 100% clean (BEP)(BEPC) Brookfield Renewable has exposure to hydroelectric, solar, wind, battery storage, and nuclear power… The assets… are spread across North America, South America, Europe, and Asia. If you are looking for a simple way to participate in the shift toward clean energy, Brookfield Renewable is a good choice… The one wrinkle is that you can buy Brookfield Renewable in two different ways. The partnership share class offers a distribution yield of 5.2% while the corporate share class has a dividend yield of 3.8%. They represent the same business and have the same dividend payment; the difference is that the corporate shares are in higher demand among institutional investors. Small investors should feel comfortable with the partnership. 2) NextEra Energy is a giant in two businesses (NEE) NextEra Energy operates one of the largest regulated electric utilities in the United States. That is the foundation on which it has built one of the largest solar and wind power businesses in the world. This combination has led to 11% annualized dividend growth over the past decade. Half that rate of dividend growth would be considered good for a utility. NextEra Energy's dividend yield is 2.7%, which is actually above the utility average of nearly 2.5%... That said, management is calling for dividend growth to slow to a still very healthy 6% in 2027 and 2028. 3) TotalEnergies mixes the old with the new (TTE) TotalEnergies will be the hardest sell as a clean energy investment because it is an integrated energy giant. That means that it is a vertically integrated oil and natural gas business. If you only want clean energy, you probably won't want to buy TotalEnergies." End quotes. ------------------------------------------------------------- 11 Best Ethical Companies to Invest In Now According to Reddit from insidermonkey.com My second article has some unusual investing options for many investors coming to my podcasts. It's titled 11 Best Ethical Companies to Invest In Now According to Reddit from insidermonkey.com and is by Noor Ul Ain Rehman. Here are some quotes from the article. "We first sifted through relevant threads on Reddit to compile a list of the best ethical companies and then selected the top 11 that were the most popular among elite hedge funds as of Q3 2025. We sourced the hedge fund data from Insider Monkey's database. The stocks are ranked in ascending order of hedge fund sentiment… All data was recorded on March 17… ​Our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. 11. The Hershey Company (NYSE:HSY) Morgan Stanley lifted the price target on The Hershey Company to $247 from $238 on March 16, maintaining an Overweight rating on the shares. The firm told investors that it believes the market is overly focused on pricing rollback risk and is underestimating the earnings recovery from cocoa normalization beginning in the second half of 2026 and accelerating into 2027. 10. Cognizant Technology Solutions Corporation (NASDAQ:CTSH) On March 16, Cognizant Technology Solutions Corporation announced the launch of Cognizant AI Factory, which is a multi-tenant, enterprise-grade offering powered by Dell Technologies (DELL) and NVIDIA AI (NVDA) infrastructure and software platform. Management stated that the Cognizant AI Factory is designed to help organizations scale artificial intelligence more securely, efficiently, and responsibly, and aims at unifying the management of the AI lifecycle in a single environment. 9. Kimberly-Clark Corporation (NASDAQ:KMB) Piper Sandler cut the price target on Kimberly-Clark to $114 from $133 on March 13 and maintained an Overweight rating on the shares. The firm told investors that the company's Q1 top-line momentum is tracking in line with what it had expected, with costs hedged roughly nine months out, securing roughly the balance of 2026. However, Piper also stated that if increased oil costs persist, there could be a risk to the outlook for 2027… Kimberly-Clark sells its products under various brands, including Kleenex, Scott, Cottonelle, DryNites, Huggies, and others. 8. Ecolab Inc. (NYSE:ECL) March 16, Ecolab was upgraded to Buy from Hold by Berenberg, with the firm adjusting the price target on the stock to $326 from $300. Berenberg told investors in a research note that (Ecolab) will raise prices across all products, services, and geographies by 10%-14%, adding that it anticipates the price increases to be implemented swiftly and become a 'sticky component of Ecolab's structural pricing, rather than being rolled back'. The firm views Ecolab as a net inflation beneficiary… Ecolab offers hygiene, water, and infection prevention solutions and services. 7. FedEx Corporation (NYSE:FDX) On March 10, JPMorgan lifted the price target on FedEx to $424 from $294 while maintaining a Neutral rating on the shares. The firm told investors that it updated the company's model ahead of the earnings report. 6. Accenture plc (NYSE:ACN) TD Cowen cut the price target on Accenture to $275 from $282 on March 16, maintaining a Buy rating on the shares. The firm told investors that it updated its model ahead of the fiscal Q2 results, saying that, considering raised macro uncertainty and no clear end in sight with the Iran conflict, it believes that it is now reasonable that Accenture could just leave its FY26 growth guide as is… Accenture is a global professional services company that combines technology and leadership in data, cloud, and AI with functional expertise, industry experience, and global delivery capability. 5. Salesforce, Inc. (NYSE:CRM) March 16, Salesforce, announced the commencement of the prepayment and initial delivery of around 103 million shares under its previously announced $25 billion accelerated share repurchase (ASR) agreements. The company entered into these agreements on March 11, 2026, with certain financial institutions. Management stated that the transaction marks the largest accelerated share repurchase in history, and represents the immediate execution of half of the $50 billion aggregate Share Repurchase Program authorized by Salesforce's Board of Directors in February 2026. Salesforce, designs and develops cloud-based enterprise software for customer relationship management. 4. ServiceNow, Inc. (NYSE:NOW) ServiceNow, was upgraded to Outperform from Neutral by BNP Paribas on March 16, with the firm setting a $140 price target. The rating update came the same day ServiceNow, announced an expansion of its partnership with Carahsoft Technology Corp. to extend availability to the ServiceNow AI Platform across Carahsoft's full reseller ecosystem in the U.S. and Canada… ServiceNow, offers an AI platform for business transformation, boosting productivity and maximizing business outcomes. 3. Micron Technology, Inc. (NASDAQ:MU) On March 16, TD Cowen lifted the price target on Micron Technology, to $500 from $450 and maintained a Buy rating on the shares. The firm told investors that it updated its model ahead of the company's fiscal Q2 earnings, where a strong beat is expected. TD Cowen also said that while it continues to see upside to the buy-side view even after earnings, the majority of the long-term stock returns could be driven by re-rating… Micron Technology, provides innovative memory and storage solutions. 2. Eli Lilly and Company (NYSE:LLY) Eli Lilly was downgraded to Reduce from Hold by HSBC on March 17, with the firm bringing the price target on the stock down to $850 from $1,070. The firm told investors in a research note that it believes expectations for the total addressable market for obesity are elevated at over $150 billion, and the market is likely to be in the range of $80 billion -$120 billion by 2032, with price competition 'likely to be significant'. Eli Lilly develops, manufactures, discovers, and sells pharmaceutical products. 1. Mastercard Incorporated (NYSE:MA) Mastercard announced on March 17 a definitive agreement for the acquisition of BVNK for up to $1.8 billion, including $300 million in contingent payments. BVNK is a leader in stablecoin infrastructure. Management stated that the deal expands the company's end-to-end support of digital assets and value movement across currencies, rails, and regions… Mastercard is a technology company that provides payment solutions for developing and implementing debit, credit, prepaid, commercial, and payment programs via its brands." End quotes. ------------------------------------------------------------- Ethisphere Announces the 2026 World's Most Ethical Companies®; 2026 Ethics Premium™ Shows Honorees Outperformed Peers by 8.2 Percentage Points, from morningstar.com The last article I'm covering presents a highly respected ranking of companies according to a wide range of ethical criteria. The article's title is Ethisphere Announces the 2026 World's Most Ethical Companies®; 2026 Ethics Premium™ Shows Honorees Outperformed Peers by 8.2 Percentage Points, from morningstar.com. The article is from Business Wire. Here are some quotes from the introduction to the article. "Ethisphere today announced the 2026 World's Most Ethical Companies®, recognizing 138 companies for having best-in-class ethics and compliance programs, corporate governance practices, and cultures of integrity. Alongside the honoree announcement, Ethisphere released the Ethics Premium™, a five-year analysis comparing the stock performance of publicly traded 2026 World's Most Ethical Companies honorees with a broad global benchmark. From Jan. 1, 2021 through Dec. 31, 2025, this year's publicly traded honorees outperformed the benchmark by 8.2 percentage points. 2026 marks the 20th annual recognition of the World's Most Ethical Companies, which includes companies across 40 industries in 17 countries. This year's honorees are listed at www.worldsmostethicalcompanies.com. 2026 cohort highlights This year's cohort includes… six 20-time honorees, companies that have earned the designation every year since the recognition began. (The) six 20-time honorees: Aflac, Inc. (AFL) Ecolab (ECL) International Paper Company (IP) Kao Corporation (4452.T) Milliken & Company (Private company) PepsiCo Inc. (PEP) End quotes. ------------------------------------------------------------- More articles from around the world with Sustainable Investment Picks for March 2026. 1. Title: BlackRock Says Buy AI Energy Stocks Over Big Tech in 2026. Here Are 3 Top Picks from finance.yahoo.com. By James Brumley, The Motley Fool. 2. Title: How big business is rewriting the U.S. sustainability story from corporateknights.com. Introduction by Tristan Bronca and CK Staff. 3. Title: Best Renewable Energy Stocks To Watch Now from marketbeat.com. By MarketBeat. 4. Title: Billionaires David Tepper and Michael Platt Divested Nvidia Holdings and Acquired This AI Stock That Has Surged 40,000% Since Its Market Debut from bitget.com. By 101 finance. 5. Title: After 345% Run, This Solar Power Stock Heats Up As Oil Tops $102 from investors.com. By Juan Carlos Arancibia. 6. Title: socially responsible investment opportunities in renewable energy from financelipa.com. By Houssem Belhaj. 7. Title: British Land Company PLC (BLND.L) Stock Analysis: Evaluating A 20% Potential Upside Amid Robust Revenue Growth from directorstalkinterviews.com. By Olivia Thompson. 8. Title: Prediction: This Overlooked AI Infrastructure Stock Could Double in 2026. Here's Why from fool.com. By Harsh Chauhan. 9. Title: Asia Pacific's green champions step into the spotlight from corporateknights.com. By Gordon Feller. 10. Title: Three Green Energy Stocks to Buy from intellectia.ai. By Emily J. Thompson. 11. Title: Brookfield Asset Mgmt stock faces analyst scrutiny amid volatile asset management sector shifts from ad-hoc-news.de. By ad-hoc-news.de. 12. Title: The Best 3 Renewable Energy Stocks to Buy and Hold for Decades from fool.com. By Matt DiLallo. 13. Title: These top European firms are stepping up their sustainable growth from corporateknights.com. By Ashley Perl. 14. Title: The most innovative companies in corporate social responsibility in 2026 from fastcompany.com. By Anna-Louise Jackson. 15. Title: 5 Best Sustainable Investing Funds in 2026 from moneymagpie.com. By Ruby Layram. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, "March 2026 Sustainable Stock and ETF Picks." Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these tumultuous times! Contact me if you have any questions. Thank you for listening. My next podcast will be on April 24th. See you then. Bye for now.   © 2025 Ron Robins, Investing for the Soul

Im Gespräch
Verleger Berenberg - "Es war eine ganz tolle Zeit!"

Im Gespräch

Play Episode Listen Later Mar 19, 2026 40:24


Nach vielen Jahren als Lektor erfüllt sich Heinrich von Berenberg mit 54 Jahren einen Traum: Der Sohn einer jahrhundertealten Bankiersfamilie gründet seinen eigenen Verlag. Nun, nach 22 Jahren und rund 150 schönen, dünnen Büchern, ist Schluss. Führer, Susanne www.deutschlandfunkkultur.de, Im Gespräch

Wirtschaft mit Weisbach
Krieg im Nahen Osten, Energiepreise und fragile Lieferketten – Dr. Felix Schmidt (Berenberg) und Bruno Teuber (Integrity Next) im Gespräch

Wirtschaft mit Weisbach

Play Episode Listen Later Mar 9, 2026 21:38


Energiepreise, Krieg im Nahen Osten und fragile Lieferketten – Dr. Felix Schmidt und Bruno Teuber über Risiken für Wirtschaft und UnternehmenIn dieser Folge von Wirtschaft mit Weisbach geht es um die wirtschaftlichen Folgen der geopolitischen Spannungen im Nahen Osten – und darum, wie anfällig globale Lieferketten in einer zunehmend unsicheren Welt geworden sind.Ich spreche mit Dr. Felix Schmidt, leitender Volkswirt bei Berenberg, über die Auswirkungen des Konflikts auf Energiepreise, Inflation und Finanzmärkte. Wie stark könnten Öl- und Gaspreise steigen? Welche Szenarien erwarten Ökonomen für Europa und die USA? Und warum reagieren die Märkte bislang vergleichsweise gelassen?Im zweiten Teil der Sendung erklärt Bruno Teuber, CEO von Integrity Next, warum Lieferketten für Unternehmen zu einem der größten strategischen Risiken geworden sind. Wir sprechen über Transparenz in globalen Liefernetzwerken, regulatorische Anforderungen und darüber, wie Künstliche Intelligenz Unternehmen hilft, komplexe Lieferketten besser zu steuern.Außerdem im Podcast:Warum die Straße von Hormus für rund ein Fünftel der globalen Ölversorgung entscheidend istWelche Folgen steigende Energiepreise für Inflation und Geldpolitik haben könntenWarum Europa stärker von Energieschocks betroffen ist als die USAWeshalb geopolitische Krisen schnell zu Volatilität an den Finanzmärkten führen könnenWie Unternehmen Risiken in ihren Lieferketten frühzeitig erkennen könnenWelche Rolle AI bei der Analyse und Steuerung globaler Liefernetzwerke spieltEin Gespräch über geopolitische Risiken, Energiepreise und die Frage, wie Unternehmen und Märkte mit einer immer komplexeren Welt umgehen.Vielen Dank fürs Zuhören!Themenvorschläge gerne an: kontakt@wirtschaftmitweisbach.deAnnette Weisbach ist seit über 15 Jahren als Wirtschaftsjournalistin für internationale Medien wie CNBC, Bloomberg und DW-TV tätig. Als CNBC-Korrespondentin führe ich regelmäßig Interviews mit Top-Entscheidungsträgern und moderiere Podiumsdiskussionen.Haben Sie Fragen oder Anregungen?Kontaktinformationen unter:LinkedInWebpageBleiben Sie dran für weitere spannende Inhalte!

Die Stunde Null – Deutschlands Weg aus der Krise
Iran-Krieg: „Im schlimmsten Fall droht uns eine Stagflation“ – Holger Schmieding von Berenberg

Die Stunde Null – Deutschlands Weg aus der Krise

Play Episode Listen Later Mar 5, 2026 22:17 Transcription Available


Die Anzeichen für eine wirtschaftliche Erholung in Deutschland schienen sich gerade zu mehren – da wirbelte der US-amerikanische Angriff auf den Iran wieder alle Prognosen durcheinander. Vor allem die Blockade des Seeweges durch die Straße von Hormus belastet die Rohstoffmärkte – und damit auch die Preisentwicklung in Deutschland. „Im schlimmsten Fall droht uns eine Stagflation für dieses Jahr, also eine Kombination aus wirtschaftlicher Stagnation und stärker steigenden Preisen“, sagt Holger Schmieding, Chefvolkswirt der Privatbank Berenberg, im Capital Wirtschaftspodcast. Allerdings ist für den Ökonomen ein solches Szenario „nicht unbedingt der wahrscheinlichste Fall“. Entscheidend sei, wie lange die Öl- und Gasttransporte behindert würden. „Wenn die Straße von Hormus in spätestens einem Monat wieder für Gas und Öl geöffnet ist, dann ist das für uns keine große Sache“, sagt Schmieding. „Bleibt die Straße von Hormus für längere Zeit geschlossen, dann wird sich das in Europa vor allem am Preis für Flüssiggas bemerkbar machen.“ Im Podcast erklärt Schmieding, warum Donald Trump ein Interesse hat, den Krieg schnell zu beenden, welche Rolle das Zollurteil des Obersten Gerichtshofes spielt – und ob das Konjunkturprogramm der Bundesregierung schon wirkt. Eine Produktion von RTL+ Podcast.Host: Nils Kreimeier.Redaktion: Lucile Gagnière.Produktion: Andolin Sonnen. +++Weitere Infos zu unseren Werbepartnern finden Sie hier: https://linktr.ee/diestundenull +++60 Tage lang kostenlos Capital+ lesen - Zugriff auf alle digitalen Artikel, Inhalte aus dem Heft und das ePaper. Unter Capital.de/plus-gratis Dieser Podcast wird vermarktet von Julep Media: sales@julep.de

The Portfolio People
#38 - Nico Baum, warum verzeihen wir Menschen Fehler, Maschinen aber nicht?

The Portfolio People

Play Episode Listen Later Nov 11, 2025 41:00 Transcription Available


Kann ein 435 Jahre altes Bankhaus zum KI-Vorreiter werden? Nico Baum, Leiter Innovation & Data Driven Investments bei Berenberg, beweist: Ja. Im Gespräch erklärt er, wie die Hamburger Privatbank ihre KI-Transformation meistert, warum künstliche Intelligenz die Analysezeit um bis zu 80 Prozent verkürzen kann – und weshalb die KI den Portfoliomanager nicht ersetzt, sondern ergänzt. Baum promoviert nebenbei über Human-AI-Collaboration und teilt faszinierende Einblicke: Warum verzeihen wir Menschen Fehler, Maschinen aber nicht? Wie funktioniert die zweistufige KI-Roadmap mit Base AI und Tailored AI? Und was bedeutet es, wenn 1 plus 1 in der KI-Welt auch mal 1,9 sein darf? Ein Gespräch über Mustererkennung, Halluzination, Regulierung – und die Frage, ob es in zehn Jahren noch Portfoliomanager gibt, die keine KI nutzen. Spoiler: Eher nicht.

Thought Behind Things
KTrade Chairman: BlackRock Invests In Pakistan Via KTrade!! | 460 | TBT

Thought Behind Things

Play Episode Listen Later Oct 10, 2025 102:58


Find out more about Endeavor: ⁠https://pakistan.endeavor.org⁠In this episode of Thought Behind Things, we're joined by Ali Farid Khawaja, Chairman of KTrade Securities, Pakistan's leading investment platform enabling thousands of Pakistanis to invest smartly and become part of the country's growing capital markets.With a global background in finance and technology, having worked at UBS, Berenberg, SafeCharge, and Autonomous Research, Ali shares how he's bridging the gap between the Pakistani stock market and local investors.We uncover:How KTrade became Pakistan's first large-scale retail investment platformWhy only 0.2% of Pakistanis invest in stocks todayWhy millions are trading crypto and forex instead of building real wealthHow KTrade hit $6 million in daily trading volume and continues to grow KTrade's Saudi expansionThe potential for 30 million+ Pakistanis to become investorsWhy a bull run in Pakistan might already have begunSocials:TBT's Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/thoughtbehindthings/⁠⁠⁠⁠⁠⁠⁠⁠⁠TBT's TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@tbtbymuzamil⁠⁠⁠⁠⁠⁠⁠⁠⁠TBT's Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/thoughtbehindthings⁠⁠⁠⁠⁠⁠⁠⁠⁠TBT Clips: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@tbtpodcastclips⁠⁠⁠⁠⁠⁠⁠⁠⁠Muzamil's Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/muzamilhasan/⁠⁠⁠⁠⁠⁠⁠⁠⁠Muzamil's LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/muzamilhasan/⁠⁠⁠⁠⁠⁠⁠⁠⁠Ali's LinkedIn: ⁠https://www.linkedin.com/in/alifaridkhwaja/⁠Credits:Executive Producer: Syed Muzamil Hasan ZaidiAssociate Producer: Saad ShehryarPublisher: Talha ShaikhEditor: Jawad Sajid

Chronique des Matières Premières
Barry Callebaut, le géant de la transformation cacaoyère, va-t-il se retirer de la Bourse?

Chronique des Matières Premières

Play Episode Listen Later Oct 7, 2025 1:57


C'est le premier grossiste d'ingrédients de chocolat au monde. Avec ses 60 usines, Barry Callebaut, basé à Zurich, en Suisse, fournit les grandes marques, de Mars à Nestlé, mais aussi les chocolatiers gourmets et les restaurateurs en poudre et en beurre de cacao, en blocs et en liquide de chocolat. Mais ce géant continue d'être fragilisé par la raréfaction de sa matière première, le cacao. L'industriel du chocolat vient de voir ses perspectives en Bourse dégradées en fin de semaine dernière. La banque allemande Berenberg ne recommande plus d'« acheter » le titre Barry Callebaut mais juste de le « conserver ». L'action, qui ne valait guère plus de 700 francs suisses en avril dernier, est certes remontée à plus de 1000 francs depuis, mais elle devrait plafonner désormais, alors qu'elle valait trois fois plus, il y a quatre ans. Série de revers Le groupe zurichois a traversé de grosses turbulences. Une épidémie de salmonelle en 2022 dans sa plus grande usine, en Belgique. Les ateliers de produits chocolatés sont fermés pendant des mois, les clients rationnés. Malgré d'énormes investissements dans la sécurité sanitaire, la réputation du géant du chocolat en prend un coup. L'année suivante, c'est le départ brutal du PDG, Peter Boone. Un autre Peter, Feld, imposé par la holding de la famille Jakobs, l'actionnaire majoritaire, supprime alors des emplois et des lignes de production, ce qui fragilise encore les relations commerciales. Dette multipliée par quatre C'est alors que démarre la folle envolée des cours du cacao, multipliés par quatre l'an dernier, après l'annonce de faibles récoltes en Côte d'Ivoire et au Ghana. Ce qui quadruple aussi la dette de Barry Callebaut. Le grossiste est pris en étau : il doit emprunter pour continuer d'acheter de plus en plus cher les fèves qui font tourner ses usines. Mais il ne peut plus passer comme d'habitude la hausse à ses clients. Certains annulent même des commandes ou récupèrent la transformation en interne. Demande de chocolat en berne Aujourd'hui, même si les cours du cacao ont rebaissé, ils restent deux fois supérieurs à la moyenne des dix dernières années, ce qui fait désormais stagner, voire baisser la demande de chocolat – les grandes marques modifient leurs recettes pour intégrer, par exemple, plus de lécithine de soja. Dans ce contexte, difficile pour Barry Callebaut de réaliser ses objectifs de croissance. Sa valorisation boursière n'est plus que de 7,5 milliards de dollars, contre 13 milliards il y a trois ans. Ce qui alimente les rumeurs selon lesquelles, rapporte Bloomberg, le grossiste suisse du chocolat pourrait se retirer de la place financière de Zurich. À lire aussiSur les pistes du trafic de cacao

Buchkritik - Deutschlandfunk Kultur
Heinrich von Berenberg zum Ende des Berenberg Verlags

Buchkritik - Deutschlandfunk Kultur

Play Episode Listen Later Sep 25, 2025 5:33


Behrenberg, Heinrich von www.deutschlandfunkkultur.de, Lesart

Lesart - das Literaturmagazin - Deutschlandfunk Kultur
Heinrich von Berenberg zum Ende des Berenberg Verlags

Lesart - das Literaturmagazin - Deutschlandfunk Kultur

Play Episode Listen Later Sep 25, 2025 5:33


Behrenberg, Heinrich von www.deutschlandfunkkultur.de, Lesart

Lesart - das Literaturmagazin (ganze Sendung) - Deutschlandfunk Kultur
Heinrich von Berenberg zum Ende des Berenberg Verlags

Lesart - das Literaturmagazin (ganze Sendung) - Deutschlandfunk Kultur

Play Episode Listen Later Sep 25, 2025 5:33


Behrenberg, Heinrich von www.deutschlandfunkkultur.de, Lesart

Cierre de mercados
Cierre de Mercados: 19/09/2025

Cierre de mercados

Play Episode Listen Later Sep 19, 2025 53:57


Los inversores siguen apostando a que los recortes de tipos de interés de los bancos centrales impulsen aún más las acciones. Tenemos este viernes registros mixtos en índices europeos y en verde los futuros sobre los estadounidenses. Y suben los rendimientos de los bonos al tiempo que se aprecia el dólar. Por sectores, protagonista el de automoción europeo tras mejoras de opinión en Berenberg. Fedex, Lennar y Kohls nombres propios en Bolsa americana. Esta hora hacemos balance de la semana con Miguel Ángel Temprano. Seguimos vencimientos en futuros con Gerardo Ortega, analista de Trive. También nos interpreta cierre semanal de valores Ibex. En el selectivo, las mayores subidas son para Indra, ArcelorMittal y Sabadell. Lideran los descensos Solaria, Acciona Energías y Fluidra.

Global News Headlines
LIVE: National Family Business Day: Catherine Sayer on Australia's $4.3 Trillion Legacy

Global News Headlines

Play Episode Listen Later Sep 19, 2025 14:33


Jeremy speaks with Catherine Sayer, CEO of the Family Business Association, on National Family Business Day. Catherine reveals that 70% of all Australian businesses are family-owned, employing half the workforce and valued at over $4.3 trillion. She shares insights into succession planning, the resilience of family businesses, and why taxation reform is urgently needed. Catherine also highlights iconic success stories like Coopers Brewery, Haigh’s Chocolates, and Berenberg.See omnystudio.com/listener for privacy information.

IBS Intelligence Podcasts
EP917: AI-driven Compliance as a Service (CaaS) transforms compliance from burden to benefit

IBS Intelligence Podcasts

Play Episode Listen Later Sep 16, 2025 13:10


Rainer Vorwerk, Business Development Manager DACH & Head of Profinit Germany; Philipp Söchtig, Head of Corporate Development & Operations, Deputy Head of IT, Berenberg; Marcel Pochert, Head of Digital Transformation, BerenbergBerenberg is one of Europe's oldest privately owned banks. The bank chose Profinit to automate contract reviews, reduce costs and support the register of information in line with DORA – the Digital Operational Resilience Act. AI-driven Compliance as a Service (CaaS) has boosted processing speed, reduced manual effort and increased accuracy. Robin Amlôt of IBS Intelligence speaks to Marcel Pochert and Philipp Söchtig of Berenberg, but we hear first from Rainer Vorwerk of tech supplier Profinit. 

digital kompakt | Business & Digitalisierung von Startup bis Corporate
Corporate Access: Wie finden Börsenunternehmen und Investoren zusammen? |

digital kompakt | Business & Digitalisierung von Startup bis Corporate

Play Episode Listen Later Sep 2, 2025 38:06


Strategischer Zugang zum Kapitalmarkt beginnt oft mit Unsicherheit: Wer als Unternehmen wachsen möchte, sucht Wege zur Sichtbarkeit bei institutionellen Investoren. Majda Allalou von Berenberg zeigt, wie Corporate Access als Brücke zwischen Management und Investor:innen funktioniert – jenseits von Zahlen, mit Fokus auf Beziehungen, Vertrauen und Timing. Jede Roadshow, jede Begegnung birgt Potenziale und Risiken. Echte Wirkung entsteht erst, wenn Menschen einander zuhören – und Zukunft gemeinsam gestalten. Du erfährst... …wie Corporate Access Unternehmen und Investoren strategisch verbindet …welche Formate und Effekte Corporate Access für Wachstum bietet …wie die Berenberg Bank Unternehmen bei der Kapitalmarktpräsenz unterstützt …warum langfristige Beziehungen zu Investoren entscheidend sind …wie man durch Corporate Access den Unternehmenswert nachhaltig steigert __________________________ ||||| PERSONEN |||||

Börsenradio to go Marktbericht
Börsenradio Schlussbericht, Mi. 20.08.25 - DAX verliert 0,6 %

Börsenradio to go Marktbericht

Play Episode Listen Later Aug 20, 2025 18:12


Der DAX verliert 0,6 % auf 24.277 Punkte, belastet von Tech-Sorgen. TAG Immobilien sammelt 288 Mio. Euro für einen Zukauf in Polen, die Aktie rutscht. K+S wird von Berenberg gleich doppelt abgestuft. Google zeigt die neue Pixel-10-Reihe. Rohstoffe wie Gold, Silber und Öl steigen deutlich. Der Euro legt leicht auf 1,1665 Dollar zu. In den Interviews: Wolfgang Juds über Sinn und Werte beim Investieren, Kornelius Purps zu Risiken vor Jackson Hole und Heiko Böhmer über Qualitätsaktien.

Artemis Live - Insurance-linked securities (ILS), catastrophe bonds (cat bonds), reinsurance
191: Catastrophe bond & ILS market news, week ending August 10th 2025

Artemis Live - Insurance-linked securities (ILS), catastrophe bonds (cat bonds), reinsurance

Play Episode Listen Later Aug 11, 2025 6:26


Listen to this podcast episode for a recap of top catastrophe bond, insurance-linked securities and alternative reinsurance capital news, from the week-ending August 10th 2025. Listen to a recap of Artemis' most read catastrophe bond and insurance-linked securities (ILS) news of the last week. We hope this summary provides an easy way to listen to a recap of some of last week's top stories. This week we covered: Munich Re's CEO commenting on price pressure from ILS being non-existent; Progressive adding parametric aggregate convective storm reinsurance; the Texas Windstorm Insurance Association (TWIA) discusses early redemptions for cat bonds as its funding needs change; Blackstone backs an F&G life sidecar with $1bn; Fermat Capital Management closes the long-standing GAM FCM Cat Bond Fund and replaces it with its own-brand offshore cat bond strategy; Berenberg analysts say reinsurance attachments are worth a 20-30% pricing benefit; Swiss Re highlights the significant catastrophe loss burden from the first-half; cat bond returns boosted by the return of seasonality in July; and more.

Wirtschaft und Gesellschaft Sendung - Deutschlandfunk
Berenberg-Chefvolkswirt Schmieding: Trump schadet der US-Wirschaft

Wirtschaft und Gesellschaft Sendung - Deutschlandfunk

Play Episode Listen Later Jul 31, 2025 24:51


Holz, Dorothee www.deutschlandfunk.de, Wirtschaft und Gesellschaft

Literatur Radio Hörbahn
"Vom Stemmen der Gewichte" von Heinrich von Berenberg – rezensiert von Marius Müller

Literatur Radio Hörbahn

Play Episode Listen Later Jul 30, 2025 7:09


"Vom Stemmen der Gewichte" von Heinrich von Berenberg – rezensiert von Marius Müller(Hördauer 07 Minuten)Man sollte sich hüten, sich allzu ernst zu nehmen, wenn man Bücher nicht schreibt, sondern sie nur drucken lässt. Aber nach 20 Jahren sind ein paar Berichte aus dieser Tätigkeit vielleicht doch nicht ganz uninteressant. Also versuchen wir es mal: Dieser schmale Band aus biegsamem Material versammelt Porträts, Gespräche, Reiseberichte und eine Auswahl jener Newsletter, die über die Jahre unregelmäßig über das Wie und Wer in diesem Verlag informiert haben: vom Elend der Vorschautexte über »schwierige Autoren«, aus Israel, Palästina und anderswo. Nicht zu vergessen: der Kosmos Spanien und Lateinamerika und warum er für uns so wichtig ist. Mit Texten über Roberto Bolaño, Rafael Chirbes, Michael Rutschky, Vicente Valero sowie einem Gedicht von Christine Wunnicke: »Ein Logo spricht«. ...Marius Müller mit seinem Literaturblog Buch-Haltung hat uns als Literatur Radio Hörbahn aus seinen Blog-Beiträgen diejenigen auszusuchen und zu vertonen, die uns zu unseren Hörern zu passen scheinen. Herzlichen Dank dafür!Wir werden jeden Beitrag zu seiner Seite verlinken, damit man ihn bei Bedarf Nachlesen kann.Den Volltext dieser Rezension findest Du hierWenn dir Rezensionen gefallen, hör doch mal hier hinein.

Proactive - Interviews for investors
ACG Metals CEO on initiation of broker coverage as Q1 2026 expansion remains on track

Proactive - Interviews for investors

Play Episode Listen Later Jul 3, 2025 5:11


ACG Metals Ltd Chairman and CEO Artem Volynets talked with Proactive about the company's progress on its copper expansion and broader operational plans. Volynets confirmed that ACG Metals remains on budget and on schedule to commission the copper flotation plant at Gediktepe in the first quarter of 2026. He noted that all long-lead items have already been ordered and that the project is proceeding “like clockwork.” Discussing the company's transition from gold to copper production, Volynets said this shift is expected to significantly increase EBITDA and free cash flow. “Even from Gediktepe our targeted EBITDA is published on base case scenario, which means consensus pricing is $110 million,” he stated, adding that at spot prices this could rise to around $225 to $230 million. He also addressed the impact of recent equity research coverage from Berenberg and Canaccord, highlighting that it has improved ACG Metals' visibility with institutional investors and helped reinforce confidence in the company's strategy. Finally, Volynets introduced Peter Carter as the new chief operating officer. Carter brings 40 years of experience and is expected to strengthen operations in Turkey and contribute to future M&A activity. Visit Proactive's YouTube channel for more videos. Don't forget to like the video, subscribe to the channel and enable notifications for future content. #ACGMetals #CopperProduction #Gediktepe #MiningStocks #CopperMining #Zinc #GoldToCopper #ArtemVolynets #MiningInvesting #TurkeyMining #EBITDA #MetalsMarket #ResourceStocks #MiningExpansion

Der Podcast für junge Anleger jeden Alters
Wiener Börse Party #927: Porr nützt mit RBI-Hilfe die Window of Opportunity Week perfekt, CEO-Bulle vs. Berenberg-Bär bei AT&S

Der Podcast für junge Anleger jeden Alters

Play Episode Listen Later Jun 18, 2025 5:47


Wed, 18 Jun 2025 09:41:00 +0000 https://jungeanleger.podigee.io/2346-wiener-borse-party-927-porr-nutzt-mit-rbi-hilfe-die-window-of-opportunity-week-perfekt-ceo-bulle-vs-berenberg-bar-bei-at-s 6c1e38707e7bb8583d24b6d2d18b155a Die Wiener Börse Party ist ein Podcastprojekt für Audio-CD.at von Christian Drastil Comm.. Unter dem Motto „Market & Me“ berichtet Christian Drastil über das Tagesgeschehen an der Wiener Börse. Inhalte der Folge #927: - ATX etwas leichter - in der Hexensabbat-Woche ist das Window of Opportunity perfekt: Porr hat es mal perfekt genützt, RBI dabei - AT&S: Berenberg Bär, CEO Bulle - News: UBM, AT&S, Post, Kapsch TrafficCom, EVN - weiter gehts im Podcast Links:  - Börsepeople heute: Sabine Hoffmann unter http://www.audio-cd.at/people - kapitalmarkt-stimme.at daily voice Playlist auf spotify: http://www.kapitalmarkt-stimme.at/spotify - kapitalmarkt-stimme-Jingle-Mann Steve Kalen: https://open.spotify.com/intl-de/artist/6uemLvflstP1ZerGCdJ7YU  - Stockpicking Österreich: https://www.wikifolio.com/de/at/w/wfdrastil1? ATX aktuell: https://www.wienerborse.at/indizes/aktuelle-indexwerte/preise-mitglieder/??ISIN=AT0000999982&ID_NOTATION=92866&cHash=49b7ab71e783b5ef2864ad3c8a5cdbc1 Die 2025er-Folgen der Wiener Börse Party (Co-verantwortlich Script: Christine Petzwinkler) sind präsentiert von Wienerberger, CEO Heimo Scheuch hat sich ebenfalls unter die Podcaster gemischt: https://open.spotify.com/show/5D4Gz8bpAYNAI6tg7H695E . Risikohinweis: Die hier veröffentlichten Gedanken sind weder als Empfehlung noch als ein Angebot oder eine Aufforderung zum An- oder Verkauf von Finanzinstrumenten zu verstehen und sollen auch nicht so verstanden werden. Sie stellen lediglich die persönliche Meinung der Podcastmacher dar. Der Handel mit Finanzprodukten unterliegt einem Risiko. Sie können Ihr eingesetztes Kapital verlieren. Und: Bewertungen bei Apple (oder auch Spotify) machen mir Freude: http://www.audio-cd.at/spotify http://www.audio-cd.at/apple 2346 full no Christian Drastil Comm.

Diwan - Das Büchermagazin
Oliver Moody im Gespräch über die „Konfliktzone Ostsee“

Diwan - Das Büchermagazin

Play Episode Listen Later Jun 16, 2025 40:08


Derzeit hält die NATO ihr Marinemanöver "Baltic Operations" (BALTOPS) mit mehr als fünfzig Kriegsschiffen in der Ostsee ab. Das Ziel ist klarer denn je: Dem Kriegsherrn Wladimir Putin mit seinen neoimperialistischen Gelüsten sollen die Grenzen aufgezeigt werden vom nordatlantischen Verteidigungsbündnis, dem acht Ostsee-Anrainerstaaten angehören. Nicht weniger als die Zukunft Europas wird in dieser "Konfliktzone Ostsee" entschieden, schreibt der Berliner "Times"-Korrespondent Oliver Moody in seinem Buch (Klett Cotta). Ein Gespräch mit dem Autor / Sabbatical oder Aufgabe? Der Kleinverleger Heinrich von Berenberg legt in diesem Herbst ebenso wie der Münchner Kleinverlag Liebeskind eine kreative Pause ein. Was sagt das über die Lage auf dem Buchmarkt aus? Ein Gespräch mit dem Verleger / "Der Einfluss der Fasane" (S. Fischer): Rezension des neuen Romans der Deutschen Buchpreis-Trägerin Antje Rávik Strubel / Roswitha Quadfliegs Buch über die Tagebücher ihres Vaters Will Quadflieg: "Ich will lieber schweigen" (Kanon Verlag) / Das literarische Rätsel

Cierre de mercados
Cierre de Mercados 06/05/2025

Cierre de mercados

Play Episode Listen Later May 6, 2025 53:59


Sorpresa en Alemania: todos daban por hecho la llegada del nuevo canciller Friedrich Merz que, sin embargo, no ha logrado los votos suficientes para conseguirlo en la primera votación. De los 316 votos que necesitaba a su favor, solo ha logrado 310. Los analistas de Berenberg califican lo ocurrido como “una mala sorpresa”.. “se suponía que seria el comienzo de un nuevo inicio pero ha resultado ser un día de gran frustración”. En clave empresarial, el fabricante holandés de dispositivos médicos Philips registra un beneficio neto atribuido de 76 millones de euros hasta marzo, en contraste con las pérdidas de 999 millones contabilizadas en el mismo periodo de 2024. El gigante del lujo europeo Hugo Boss reitera sus previsiones cuando todos esperaban que las retirara o matizara ante la incertidumbre comercial y DoorDash cierra la compra de la plataforma de delivery Deliveroo por 2.900 millones de libras. Hablaremos del futuro de los préstamos personales y de cómo evolucionará el sector en los próximos cinco años con Xochitl González Mora, CMO de Oney, entidad financiera especializada en soluciones de pago y servicios financieros. Los temas de la actualidad nacional los debatiremos en la Tertulia de Cierre de Mercados con Juan Pablo Calzada, economista y analista financiero, y Antonio Alvarez-Ossorio, del despacho de abogados Alvarez-Ossorio Miller.

Finanz-Szene - der Podcast
Finanz-Szene – Der Podcast. Zu Gast: Gerhard Wiesheu, Bankhaus Metzler

Finanz-Szene - der Podcast

Play Episode Listen Later May 2, 2025 41:10


Es gibt sie zwar noch, die klassischen Privatbanken. Sie sind allerdings zur Attrappe mutiert. Hauck Aufhäuser gehört den Chinesen (und demnächst den Holländern). Merck Finck den Luxemburgern. Und Donner & Reuschel der Assekuranz. Die berühmten Namen bleiben erhalten, sind aber nur noch Marke, nicht mehr Kern. Abgesehen davon, dass die Doppel- und sogar Dreifach-Namen (bei Hauck Aufhäuser gehört ja noch ein „Lampe“ hintendran) davon zeugen, dass stand-alone ohnehin keine mehr durchkommt. Es sei denn, es findet sich ein familienfremder Filou, die die Bude an sich reißt (Warburg, Berenberg). Wobei in solchen Fällen natürlich zu wünschen bleibt, dass der Filou beizeiten den Absprung finden. Jedenfalls: Und dann – dann ist da ja aber immer noch Metzler. Das Bankhaus, das tatsächlich so heißt wie seine Gesellschafter. Und an dessen Spitze irgendwann ja vielleicht sogar wieder einer (oder eine) von ihnen steht. Einstweilen indes ist der klare Chef ein anderer. Und versucht, die Bank behutsam in die neue Zeit zu führen. Wozu gehört, dass im vergangenen Jahr nicht nur der 350. Geburtstag gefeiert und der Tod des Patriarchen Friedrich von Metzler betrauert wurde. Sondern der Vorstand ein Sparprogramm zur Verbesserung der Cost-Income-Ratio auflegte. Denn: Die Ertragskraft hat gelitten in den letzten Jahren. Auch, weil Metzler, anders als die Konkurrenz, kaum von der Zinswende profitierte. Darauf angesprochen, hat Gerhard Wiesheu (also der Chef) in unserem Podcast freilich ein sehr schönes Bild parat: Von einem US-Kontakt habe er mal gelernt, "dass die Mundwinkel zum Lachen und zur Freude nach oben gehen müssen, wenn man Feeeeee Business sagt". Das Bankhaus Metzler – Antithese oder Anachronismus? =================== Fragen und Feedback zum Podcast: redaktion@finanz-szene.de oder (auch anonym) über Threema: TKUYV5Z6 Redaktion und Host: Christian Kirchner/Finanz-Szene.de Coverdesign: Elida Atelier, Hamburg

Buchkritik - Deutschlandfunk Kultur
Verlagsgründer - Über den Versuch mit Reichtum Sinnvolles zu tun

Buchkritik - Deutschlandfunk Kultur

Play Episode Listen Later Apr 30, 2025 12:40


Bankiers-Nachfahre Heinrich von Berenberg gründete vor 20 Jahren mit seiner Frau den Berenberg-Verlag. Ein Gespräch über die Faszination für Autoren, die Schwäche für schlanke Bücher und das Privileg aus einer wohlhabenden Familie zu stammen. Berenberg, Heinrich von www.deutschlandfunkkultur.de, Lesart

Lesart - das Literaturmagazin - Deutschlandfunk Kultur
Verlagsgründer - Über den Versuch mit Reichtum Sinnvolles zu tun

Lesart - das Literaturmagazin - Deutschlandfunk Kultur

Play Episode Listen Later Apr 30, 2025 12:40


Bankiers-Nachfahre Heinrich von Berenberg gründete vor 20 Jahren mit seiner Frau den Berenberg-Verlag. Ein Gespräch über die Faszination für Autoren, die Schwäche für schlanke Bücher und das Privileg aus einer wohlhabenden Familie zu stammen. Berenberg, Heinrich von www.deutschlandfunkkultur.de, Lesart

Lesart - das Literaturmagazin (ganze Sendung) - Deutschlandfunk Kultur
Verlagsgründer - Über den Versuch mit Reichtum Sinnvolles zu tun

Lesart - das Literaturmagazin (ganze Sendung) - Deutschlandfunk Kultur

Play Episode Listen Later Apr 30, 2025 12:40


Bankiers-Nachfahre Heinrich von Berenberg gründete vor 20 Jahren mit seiner Frau den Berenberg-Verlag. Ein Gespräch über die Faszination für Autoren, die Schwäche für schlanke Bücher und das Privileg aus einer wohlhabenden Familie zu stammen. Berenberg, Heinrich von www.deutschlandfunkkultur.de, Lesart

Wirtschaft mit Weisbach
Handelskrieg, Zölle, Rekordmärkte – Holger Schmieding & Henning Gebhardt im Gespräch

Wirtschaft mit Weisbach

Play Episode Listen Later Feb 10, 2025 25:45


Die Märkte eilen von Rekord zu Rekord – trotz geopolitischer Spannungen und drohender Handelskonflikte. Holger Schmieding, Chefvolkswirt von Berenberg, erklärt, warum ein großer Handelskrieg unter Trump unwahrscheinlich ist, welche Zölle wirklich kommen könnten und wie Europa darauf reagieren sollte. Henning Gebhardt, Fondsmanager und ehemaliger DWS-Aktienchef, analysiert, warum die Börsen steigen, wo noch Chancen bestehen und welche Risiken Anleger im Blick behalten sollten. Zudem: Porsche im Fokus – nach Kurseinbruch eine Kaufgelegenheit? Jetzt reinhören!#Wirtschaft #Märkte #Investieren #Handelskrieg #Zölle #Porsche #Europa #USAVielen Dank fürs Zuhören! Annette Weisbach ist seit über 15 Jahren als Wirtschaftsjournalistin für internationale Medien wie CNBC, Bloomberg und DW-TV tätig. Als CNBC-Korrespondentin führe ich regelmäßig Interviews mit Top-Entscheidungsträgern und moderiere Podiumsdiskussionen.Haben Sie Fragen oder Anregungen?Kontaktinformationen unter:LinkedInWebpageBleiben Sie dran für weitere spannende Inhalte!

Shipping Forum Podcast
2025 15th Annual Capital Link Greek Shipping Forum | Bank Finance Panel

Shipping Forum Podcast

Play Episode Listen Later Feb 7, 2025 38:31


2025 15th Annual Capital Link Greek Shipping Forum | Bank Finance Panel Featuring the institutional and industry leadership of global shipping, this forum addressed the industry's main trends and challenges, as well as the opportunities that lie ahead and strategies to compete in an increasingly complex and demanding landscape. The industry is impacted by major factors such as geopolitics, energy security, regulations, shifts in trade routes, global economic trends, commerce, and more. In this environment, the role of shipping as the link in the global supply chain remains vital. Moderator: Mr. Jasel Chauhan, Partner, Head of International Finance – Hill Dickinson LLP Panelists: • Mr. Philipp Wünschmann, Head of Shipping – Berenberg• Mr. Chris Conway, Managing Director, Global Head of Transportation – Export Agency Finance – Citi • Mr. Christos Tsakonas, Global Head of Shipping – DNB • Mr. Evan Cohen, Managing Director & Group Head of Maritime Finance – First Citizens Bank In partnership with DNV and in cooperation with Nasdaq and NYSE Athenaeum Intercontinental Athens, Greece Friday, February 7, 2025 More Info: https://lnkd.in/dtgncZhg #ShippingIndustry #MarineIndustry #ShippingLeadership #MaritimeExperts #Athens #Forums #Capitallink

C-Suite Market Update
2025 15th Annual Capital Link Greek Shipping Forum | Bank Finance Panel

C-Suite Market Update

Play Episode Listen Later Feb 7, 2025 38:31


2025 15th Annual Capital Link Greek Shipping Forum | Bank Finance Panel Featuring the institutional and industry leadership of global shipping, this forum addressed the industry's main trends and challenges, as well as the opportunities that lie ahead and strategies to compete in an increasingly complex and demanding landscape. The industry is impacted by major factors such as geopolitics, energy security, regulations, shifts in trade routes, global economic trends, commerce, and more. In this environment, the role of shipping as the link in the global supply chain remains vital. Moderator: Mr. Jasel Chauhan, Partner, Head of International Finance – Hill Dickinson LLP Panelists: • Mr. Philipp Wünschmann, Head of Shipping – Berenberg• Mr. Chris Conway, Managing Director, Global Head of Transportation – Export Agency Finance – Citi • Mr. Christos Tsakonas, Global Head of Shipping – DNB • Mr. Evan Cohen, Managing Director & Group Head of Maritime Finance – First Citizens Bank In partnership with DNV and in cooperation with Nasdaq and NYSE Athenaeum Intercontinental Athens, Greece Friday, February 7, 2025 More Info: https://lnkd.in/dtgncZhg #ShippingIndustry #MarineIndustry #ShippingLeadership #MaritimeExperts #Athens #Forums #Capitallink

AksjeSladder
Automotiveraid, Biotekdemens og Paretomood

AksjeSladder

Play Episode Listen Later Sep 14, 2024 95:48


I denne episoden har vi foruten sedvanlige innhold også et lengre innslag med analytiker Bård Rosef i Pareto som oppsummerer stemningen for en rekke sektorer under årets Pareto-konferanse som ble avholdt denne uken. Innhold: 03:27 Hva skjedde på kvelden under Pareto-konferansen? 09:16 Skarpt brev sendt til Aker Carbon Capture-styret. 12:26 Siste ukes handler. 17:42 Fredly tar tømmene i Kongsberg Automotive. 26:19: Analytiker omskriver historien bak tidligere kjøpsanbefaling med skyhøyt kursmål. 28:41 Spennende NRC-emisjon og bruduljer med tvangssalg i Vow. 42:13 Vi får besøk av Bård Rosef fra Pareto som snakker om: 44:35 Rigg 58:31 Supply 1:06:04 Seismikk 1:12:07 Berenberg-budet 1:14:47 Oljeprodusentene 1:16:05 Fornybart 1:19:03 Shipping før episoden avsluttes med 1:20:58 Kommende uke

Bloomberg Westminster
Bullish on Britain: CEOs Lead A New Wave Of Optimism

Bloomberg Westminster

Play Episode Listen Later Mar 5, 2024 26:15 Transcription Available


UK business leaders are more optimistic about the state of the economy. We bring you a special report ahead of the budget. CEOs including WPP's Mark Read, British Land's Simon Carter and M&S Chair Archie Norman tell us why things might not be as bad as they seem. Kallum Pickering, Senior Economist at Berenberg is also in the bullish camp. Plus, Bloomberg's senior economics writer Philip Aldrick previews Hunt's budget.  See omnystudio.com/listener for privacy information.

Bergos Now
Währungsupdate (DE) #168

Bergos Now

Play Episode Listen Later Oct 27, 2023 6:34


Diese Woche sprechen wir mit Dr. Jörn Quitzau, Währungsstratege bei Berenberg, über den Devisenmarkt und sichere Anlagehäfen. (Aufnahme am 23. Oktober 2023) DISCLAIMER Diese Publikation dient ausschliesslich Informations- und Marketingzwecken. Die bereitgestellten Informationen sind nicht rechtsverbindlich und stellen weder Finanzanalysen, noch ein Angebot für Investmenttransaktionen oder eine Anlageberatung dar und ersetzen keine rechtliche, steuerliche oder finanzielle Beratung. Bergos übernimmt keine Gewähr für die Aktualität, Richtigkeit oder Vollständigkeit der Informationen. Für den Eintritt der in der Publikation enthaltenen Prognosen oder sonstige Aussagen schliesst Bergos jegliche Haftung aus. Ohne schriftliche Zustimmung von Bergos dürfen die vorliegenden Information weder auszugsweise noch vollständig vervielfältigt werden.

Bergos Now
Currency Update (EN) #168

Bergos Now

Play Episode Listen Later Oct 27, 2023 7:25


This week we talk to Dr. Jörn Quitzau, Currency Strategist at Berenberg, about the FX market and safe haven currencies. (Recorded 23rd of October 2023) DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor an offer for investment-transactions or an investment advice and does not substitute any legal, tax or financial advice. Bergos AG does not accept any liability for the accuracy, correctness or completeness of the information. Bergos AG excludes any liability for the realisation of forecasts or other statements contained in the publication. The reproduction in part or in full without prior written permission of Bergos is not permitted.

Barron's Live
Women in Finance: What It Takes to Break the Glass Ceiling

Barron's Live

Play Episode Listen Later Oct 19, 2023 32:38


Financial News's deputy editor Paul Clarke will sit down with Hanneke Smits, global head of investment management at BNY Mellon, Lisa McGeough, co-head of global banking at HSBC and Laura Janssens, head of European investment banking at Berenberg to reveal how they smashed through the glass ceiling in the male-dominated world of finance, and to discuss the challenges still facing the sector on improving gender diversity. 

Daily Crypto News
Oct 18: Boson Protocol w/ Justin Banon & Daily Crypto News

Daily Crypto News

Play Episode Listen Later Oct 18, 2023 38:07


0:00 - Intro1:15 - Boson Protocol33:45 - Crypto News36:02 - Prices________Bitcoin nears $29K following a Fidelity ETF amendment that boosts bullish sentiment. Coinbase experiences a further slowdown in trading volume as the crypto winter persists, according to Berenberg. Reddit announces the phasing out of community points and blockchain rewards.#Bitcoin #FidelityETF #Coinbase #CryptoWinter #Reddit #BlockchainRewards #CryptocurrencyUpdates________Guest: @JBanonWebsite: https://www.bosonprotocol.io X: @BosonProtocol________News Links

Bergos Now
Israel - A Brief Update #166

Bergos Now

Play Episode Listen Later Oct 13, 2023 8:56


In this week's episode, Salomon Fiedler, Economist at Berenberg, touches on the latest events affecting the US and European banking sector and how this might affect the future path of central bank policy. DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor an offer for investment-transactions or an investment advice and does not substitute any legal, tax or financial advice. Bergos AG does not accept any liability for the accuracy, correctness or completeness of the information. Bergos AG excludes any liability for the realisation of forecasts or other statements contained in the publication. The reproduction in part or in full without prior written permission of Bergos is not permitted.

Bloomberg Surveillance
Surveillance: Equity & Fixed Income Disjointment

Bloomberg Surveillance

Play Episode Listen Later Sep 25, 2023 27:08 Transcription Available


Katy Kaminski of Alpha Simplex sees equity markets disjointed from fixed income. Earl Davis of BMO Asset Management sees 2024 as a cyclical bull market. Holger Schmieding of Berenberg expects upside for Europe next year. Former FDIC Chair Sheila Bair says more banks are going to fail. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance  See omnystudio.com/listener for privacy information.

europe equity surveillance fixed income berenberg bloomberg surveillance holger schmieding
Shipping Forum Podcast
2023 15th Annual Shipping & Marine Services Forum - Ship Finance - Adapting to the Evolving Market

Shipping Forum Podcast

Play Episode Listen Later Sep 12, 2023 44:33


SHIP FINANCE – ADAPTING TO THE EVOLVING MARKET, REGULATORY & GEOPOLITICAL LANDSCAPE Moderator: Ms. Diana Syziu, Partner, Corporate & Ship Finance - Hill Dickinson LLP Panelists: • Mr. Remco Jongkind , Managing Director - ABN AMRO • Mr. Philipp Wünschmann, Global Head of Shipping – Berenberg • Mr. Vassilios Maroulis, Managing Director, Global Industry Head, Shipping, Logistics & Offshore - Citi • Mr. Christo Nikolov, Senior Vice President, Ocean Industries - DNB • Mr. Harris Antoniou, Founder & Managing Director - Neptune Maritime Leasing Ltd The 15th Annual Capital Link Shipping & Marine Services Forum September 12, 2023 116 Pall Mall in London Held in cooperation with the London Stock Exchange, and in conjunction with the 2023 London International Shipping Week.

Tech Path Podcast
1234. Bitcoin ETF Countdown

Tech Path Podcast

Play Episode Listen Later Aug 31, 2023 24:59


The SEC has rejected several applications for spot bitcoin ETFs in recent years, citing concerns about the underlying market's lack of regulation and susceptibility to manipulation. In its latest rejection, the SEC said that the spot bitcoin market is "not sufficiently developed" to support a spot bitcoin ETF.Berenberg believes that the SEC is likely to continue to reject spot bitcoin ETF applications, but that it will need to come up with new arguments to justify its decision. The report noted that the SEC could argue that Coinbase's potential participation in spot bitcoin ETFs could increase the risk of manipulation.Coinbase is the largest cryptocurrency exchange in the United States. If it were to participate in a spot bitcoin ETF, it would be a major market participant. This could give Coinbase the ability to manipulate the price of bitcoin, either intentionally or unintentionally.The SEC could also argue that spot bitcoin ETFs are not necessary because there are already futures-based bitcoin ETFs available. Futures-based ETFs track the price of bitcoin futures contracts, which are traded on regulated exchanges. This means that futures-based ETFs are less susceptible to manipulation than spot bitcoin ETFs.Ultimately, the SEC's decision on whether or not to approve spot bitcoin ETFs will be based on a number of factors, including the level of regulation and surveillance in the spot bitcoin market, the potential for manipulation, and the availability of alternative products.Here are some other arguments that the SEC could use to justify rejecting spot bitcoin ETF applications:The spot bitcoin market is too volatile.The spot bitcoin market is not liquid enough.The spot bitcoin market is not transparent enough.There is not enough information available about the spot bitcoin market.The spot bitcoin market is not subject to the same level of regulation as other financial markets.It is important to note that these are just some of the arguments that the SEC could use. The SEC may also come up with new arguments that have not been considered yet.The SEC's decision on spot bitcoin ETFs is a closely watched one. The decision will have a major impact on the cryptocurrency market and could help to legitimize bitcoin as an investment asset.

The Joint Venture: an infrastructure and renewables podcast
A rocky week for auctions, rebuilding Ukraine, and evolving O&M techniques

The Joint Venture: an infrastructure and renewables podcast

Play Episode Play 60 sec Highlight Listen Later Jun 30, 2023 29:42


The Joint Venture: inspiratia insightsThe team look over the past week of news and give their views on market trends in the energy sectorIn this episode, we cover Berenberg's second close on its Green Energy Debt Fund IV, Germany's latest undersubscribed auction round, and look at why there could be more delays in New York's flagship offshore wind farms.As the war in Ukraine rumbles on, we look to the future and ask what it will take to rebuild the country's war-torn infrastructure. How are O&M techniques evolving to match the needs of ever-larger wind turbines? We explore how new floating platforms fit into this evolving picture.And finally, with a commanding lead in the opinion polls and a general election campaign looming, we take a look at the UK Labour Party's offering for energy security and net-zero. Hosted by:Oliver Carr - Lead AnalystA. L. Ashkenaz - Reporter Chendwa Chintu - Senior Analyst Reach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers.

Late Confirmation by CoinDesk
THE HASH: Court Examiner Says FTX's Bankruptcy Fees Already Topped $200M; Could Stablecoins, DeFi be in SEC's Crosshairs Next?

Late Confirmation by CoinDesk

Play Episode Listen Later Jun 21, 2023 20:06


This episode is sponsored by PayPal.The most valuable crypto stories for Wednesday, June 21, 2023."The Hash" explores today's top stories in crypto, including FTX's bankruptcy fees already topping $200 million, according to a court-appointed examiner. Separately, Berenberg's recent research suggests stablecoins and DeFi are likely to become the next targets in the U.S. Securities and Exchange Commission (SEC)'s crypto crackdown. And, the Monetary Authority of Singapore (MAS) is proposing common conditions for retail payments with digital money on a distributed ledger.See also:FTX's Bankruptcy Fees Already Topped $200M, Court Examiner Says Stablecoins, DeFi Likely to Be SEC's Next Targets in U.S. Crypto Crackdown: BerenbergCentral Banks Propose CBDC, Stablecoin Standards With Amazon, Grab Running TrialsThis episode has been edited by senior producer Michele Musso and the executive producer is Jared Schwartz. Our theme song is “Neon Beach.”From our Sponsor:PayPal provides a secure and convenient platform for converting dollars into crypto. Start exploring new web3 applications with peace of mind knowing that PayPal has your back. Buy, Sell, Hodl, Transfer, Send, and Checkout with Crypto. All with PayPal. Get started today at PayPal.com/crypto.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Hash
Court Examiner Says FTX's Bankruptcy Fees Already Topped $200M; Could Stablecoins, DeFi be in SEC's Crosshairs Next?

The Hash

Play Episode Listen Later Jun 21, 2023 20:06


This episode is sponsored by PayPal.The most valuable crypto stories for Wednesday, June 21, 2023."The Hash" explores today's top stories in crypto, including FTX's bankruptcy fees already topping $200 million, according to a court-appointed examiner. Separately, Berenberg's recent research suggests stablecoins and DeFi are likely to become the next targets in the U.S. Securities and Exchange Commission (SEC)'s crypto crackdown. And, the Monetary Authority of Singapore (MAS) is proposing common conditions for retail payments with digital money on a distributed ledger.See also:FTX's Bankruptcy Fees Already Topped $200M, Court Examiner Says Stablecoins, DeFi Likely to Be SEC's Next Targets in U.S. Crypto Crackdown: BerenbergCentral Banks Propose CBDC, Stablecoin Standards With Amazon, Grab Running TrialsThis episode has been edited by senior producer Michele Musso and the executive producer is Jared Schwartz. Our theme song is “Neon Beach.”From our Sponsor:PayPal provides a secure and convenient platform for converting dollars into crypto. Start exploring new web3 applications with peace of mind knowing that PayPal has your back. Buy, Sell, Hodl, Transfer, Send, and Checkout with Crypto. All with PayPal. Get started today at PayPal.com/crypto.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Bergos Now
Stress im Bankensektor und mögliche Auswirkungen auf die Zentralbankpolitik (DE) #139

Bergos Now

Play Episode Listen Later Mar 17, 2023 11:49


In dieser Folge skizziert Salomon Fiedler, Volkswirt bei Berenberg, die jüngsten Ereignisse im Bankensektor und gibt einen Ausblick, wie sich dies auf den künftigen Kurs der Zentralbankpolitik auswirken könnte. DISCLAIMER Diese Publikation dient ausschliesslich Informations- und Marketingzwecken. Die bereitgestellten Informationen sind nicht rechtsverbindlich und stellen weder Finanzanalysen, noch ein Angebot für Investmenttransaktionen oder eine Anlageberatung dar und ersetzen keine rechtliche, steuerliche oder finanzielle Beratung. Bergos übernimmt keine Gewähr für die Aktualität, Richtigkeit oder Vollständigkeit der Informationen. Für den Eintritt der in der Publikation enthaltenen Prognosen oder sonstige Aussagen schliesst Bergos jegliche Haftung aus. Ohne schriftliche Zustimmung von Bergos dürfen die vorliegenden Information weder auszugsweise noch vollständig vervielfältigt werden.

Bergos Now
Turmoil in the Banking Sector and Potential Central Bank Implications (EN) #139

Bergos Now

Play Episode Listen Later Mar 17, 2023 9:53


In this week's episode, Salomon Fiedler, Economist at Berenberg, touches on the latest events affecting the US and European banking sector and how this might affect the future path of central bank policy. DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor an offer for investment-transactions or an investment advice and does not substitute any legal, tax or financial advice. Bergos AG does not accept any liability for the accuracy, correctness or completeness of the information. Bergos AG excludes any liability for the realisation of forecasts or other statements contained in the publication. The reproduction in part or in full without prior written permission of Bergos is not permitted.

Tesla Daily: Tesla News & Analysis
FSD v11.3.1 Begins Rollout, NHTSA Investigation, China, Inventory, HW4 (03.07.23)

Tesla Daily: Tesla News & Analysis

Play Episode Listen Later Mar 8, 2023 14:28


➤ Tesla begins to expand FSD Beta v11.3.1 to outside customers ➤ Fed's Powell continues Senate discussion ➤ Berenberg downgrades TSLA stock ➤ NHTSA opens preliminary investigation on Tesla ➤ China February sales ➤ Tesla inventory spikes Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

TD Ameritrade Network
Stock Market Today: TSLA, GM, F, JNJ Weakness & SOFI Strength

TD Ameritrade Network

Play Episode Listen Later Jan 31, 2023 3:27


Dow Jones today finished in the red along with S&P 500 Index or SPX, Nasdaq-100, and Russell 2000. Next, Renita Young weighs in on Berenberg cutting the Tesla (TSLA) price target to $200 from $255, while upgrading the stock to buy from hold. TSLA stock price today was down over 6%. Ford Motor Co. (F) cut the price of the Mustang Mach-E. Court rejected a bankruptcy plan for Johnson & Johnson (JNJ) talc lawsuits. On the positive side, SoFi Technologies (SOFI) stock surged after earnings.

TD Ameritrade Network
Tesla (TSLA) Upgraded & Bed Bath & Beyond (BBBY) Burgeoning Bankruptcy

TD Ameritrade Network

Play Episode Listen Later Jan 30, 2023 5:00


Berenberg upgrades Tesla (TSLA) to buy from hold. Jenny Horne discusses Tesla as Berenberg says its new plants offer multi-year opportunity in capital and labor efficiency. They also expect Tesla to retain its gross and EBIT-margin lead over legacy car makers. Jenny also talks about how Bed Bath & Beyond is closing an additional 87 flagship stores, in addition to the 150 closing it announced in August. Tune in to find out more about the stock market today.

Bergos Now
Economic Outlook 2023 (EN) #130

Bergos Now

Play Episode Listen Later Jan 13, 2023 12:11


This week we speak with Dr. Holger Schmieding, Chief Economist at Berenberg, who shares his economic outlook for 2023. DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor an offer for investment-transactions or an investment advice and does not substitute any legal, tax or financial advice. Bergos AG does not accept any liability for the accuracy, correctness or completeness of the information. Bergos AG excludes any liability for the realisation of forecasts or other statements contained in the publication. The reproduction in part or in full without prior written permission of Bergos is not permitted.

First Move with Julia Chatterley
Feature interview: Berenberg Economist Kallum Pickering

First Move with Julia Chatterley

Play Episode Listen Later Dec 15, 2022 45:47


The Bank of England raised interest rates by half a percentage point to 3.5% today, its ninth increase in a row as it continues to try and cool high inflation. The news came as nurses across much of the UK launched a historic strike, walking out of hospitals and onto picket lines after several years of falling pay and declining standards that have left the country's nationalized health care system in a state of crisis. Joining us to discuss the situation is Berenberg Bank Senior UK Economist Kallum Pickering.To learn more about how CNN protects listener privacy, visit cnn.com/privacy

SaaS Scaled - Interviews about SaaS Startups, Analytics, & Operations
How to Successfully Launch a SaaS Product with Boris Berenberg from Modus Create

SaaS Scaled - Interviews about SaaS Startups, Analytics, & Operations

Play Episode Listen Later Oct 5, 2022 37:08


In today's episode, we are joined by Boris Berenberg. Boris is VP of Product at Modus Create, a digital transformation consulting firm aimed at helping clients build competitive advantage through digital innovation.We talk about:How Modus works and the problems it solves.Boris' background and how he got into building products.Finding the optimal sweet spot between growth and efficiency.Redefining your target audience and customer needs.The importance of go-to-market for products.The various phases of thinking through a successful product.The importance of quality content in SaaS.This episode is brought to you by QrveyThe tools you need to take action with your data, on a platform built for maximum scalability, security, and cost efficiencies. If you're ready to reduce complexity and dramatically lower costs, contact us today at qrvey.com.Qrvey, the modern no-code analytics solution for SaaS companies on AWS.#saas #analytics #AWS #BI