Volkswagen Group Investor Relations’ Post

Yesterday I have attended a talk with Chairman of Global Banking at Citi Wilhelm Schulz that had a several years of experience at Porsche, Universal studio and Rosneft’s Acquisition. Wilhelm Schulz gave important advises for aspiring investment bankers such as focusing on technical accuracy, developing a strong understanding of industry, and building relationships. He also gave an overview of the challenges in Europe: Structural challenges for Europe include export vulnerability, energy reliance, and excessive regulation. While pointing out prospects in Eastern and Balkan Europe, Schulz voiced special worry for Germany and France. #citi #careerdevelopment #finance #earlystart

🚨 European PE in 2025🚨 Join Arthur D. Little, ING & Astorg as we uncover the biggest PE shake-ups of 2025 in our exclusive webinar. Get the intel to outmanoeuvre the competition and spot your next big move. What you’ll walk away with: ✅ The sectors set to boom (and those at risk) ✅ The latest on multiples, holding periods & growth trends ✅ Insider insights on entries, add-ons & exits across Europe ✅ What’s next for European PE—and how to capitalize on it Private equity is evolving fast—are you ready for what's coming? ⚡ Don’t get left behind—register now! ➡️https://okt.to/LUXnOS P.S. Busy that day? Register anyway and get the recording—no excuses! 🚀

Congratulations to our #InvestorRelations team! Yesterday, they took third place in the SDAX at this year's Investors Darling – the most comprehensive competition for financial market communication in Germany!   Investors Darling is a joint initiative of manager magazin, Berenberg and the HHL Leipzig Graduate School of Management. Together they select the companies that communicate most reliably with its investors! #normagroup #norma #investorsdarling #investors #award

⚡ The future of the automotive market is changing—fast. Shawn Lee, CFA Lee, Portfolio Manager of the SGH Australian Small Companies Fund, breaks down key insights from his recent research trip across the US. ⏩Swipe to find out more. (🔗🔽 Link to his full article in the comments.) #SGHiscock #MarketTrends #Automotive #InvestmentInsights #USMarket

After another stellar year for US equities, how should investors position themselves for 2025? In the latest #GSExchanges, we sit down with Goldman Sachs’ Sharmin Mossavar-Rahmani, Head of the Investment Strategy Group and Chief Investment Officer of Wealth Management, to discuss her outlook for the year ahead and why the theme of US preeminence remains intact. Listen to this episode on: Apple: https://lnkd.in/eThGs5ET Spotify: https://lnkd.in/e8_YUaEg #goldmansachs #markets #economics #2025outlook

The recent surge in M&A activity has sparked a renewed interest in Japanese equities, presenting an exciting opportunity for investors. This uptick not only reflects confidence in Japan's economic recovery but also positions Japanese firms to enhance their global competitiveness. In this very short clip, Mark Pearson (co-founder of Arcus) discusses Exilor-Luxottica's recent interest in Nikon and the potential for the revaluation of many undervalued Japanese businesses. #japan #japaneequities #japanesevalue #japanesestocks #TSE #japanequities

Our Chief Investment Officer John Mullane, CFA, FCA joined Joe Lynam on Newstalk Breakfast Business this morning to discuss the latest trends in markets, including the prospects for the Chinese economy, EU bonds along with previewing PepsiCo's upcoming earnings release and Tesla’s Robotaxi investor day. Listen below. #newstalk #breakfastbusiness #economy #stockmarket #china #earnings #eubonds

#NEXUSxINSEAD – Winston Ma, CFA Esq., Executive Director at the Global Public Investment Funds Forum and Adjunct Professor at the New York University School of Law, as one of the speakers of the INSEAD Aftermarket Executive Program by NEXUS. In this video, Winston Ma revisits his impactful session at the INSEAD Aftermarket Executive Program by NEXUS. He shares key insights into navigating the complexities of today’s evolving business landscape, with a focus on how data is reshaping organizations and driving innovation. Drawing from his extensive experience in global investments, technology, and law, Winston highlights the importance of leveraging data to stay ahead in a rapidly changing market. Learn more about Winston Ma: https://lnkd.in/d86CSpAY #AftermarketLeadership #Proud2beNEXUS #AutomotiveAftermarket

At Newton, we put our research into action. 🎬 Maria Toneva, deputy head of global equity research, recently visited a privately owned Swiss watch company to help gain insights into industry trends and innovation that can affect public companies. We believe that it is important for investors to engage with private companies to assess competitive threats, learn more about shifting consumer behaviors, and better understand future IPO opportunities. ⌚ Learn more about Newton’s multidimensional research team and philosophy 👉 https://bit.ly/4h8iR6W #InvestmentResearch #ResearchInAction #LuxuryGoods

As we take a deep look at certain sectors we believe we could actually outperform the market. We look at the economic cycle, which as you know, we are in a downward trend, a recessionary period coming into a bottoming phase. As with all cycles, eventually, there will be a recovery and expansion phase. If you look at the historical points of these economic phases, as we enter into a recovery phase things like commodities, energy and resources all tend to outperform other sectors in the market. We’re simply looking at the past 100 years, the past economic cycles, and what industries perform best during each phase. It’s not rocket science, it’s rational thinking and analysis.