I am realizing more and more that I am hardly interested in loud promises and short-term hypes anymore. When I think about 2026, I tend to ask myself: which companies will still be in a stable position - no matter what the market environment looks like?
I am currently attracted to companies that work quietly, do their homework and don't need a new story every week. Banks like $UBSG (-0,18 %) or $UCG (-0,32 %) have had difficult years and that's exactly what makes them interesting for me. Companies that get through periods of stress and learn from them often emerge stronger.
At the same time, I find companies whose business you can touch exciting. Raw materials, for example. Nothing works without them - neither industry nor the energy transition. That's not a trend, it's reality.
Ultimately, I'm not interested in predicting the next big thing. For me, it's about consistency, reliability and business models that are sustainable even when things get uncomfortable.
I would really be interested:
Which stock do you have on your radar for 2026 - and why exactly this one?
