Big Call: RWE, Coca-Cola, Johnson & Johnson and AXA.

Our model portfolio stock RWE is among the most interesting long-term stories in the heavyweight utility sector. With its well-developed renewable energy portfolio, it benefits not only from the dynamically increasing demand for CO2-neutral energy in cloud and data centers, and in the industrial customer segment. Thanks to the acquisition of a majority stake in the electricity grid operator Amprion, the earnings development in the home market is also expected to improve sustainably, especially since it makes itself less dependent on the volatile...