Aerial view of containers and container ship in sea.

Sector Brief - June 2, 2026

Anbieter von Dienstleistungen im Bereich der Verkehrsinfrastruktur profitieren von einer anhaltenden Welle staatlicher Investitionen und einer breit angelegten Erholung der Nachfrage nach Ausrüstung. Die in Milliardenhöhe gehenden Investitionen in die Modernisierung der Schienen-, Schifffahrts- und Straßeninfrastruktur zeugen von der Dynamik, die den Dienstleistungen im Bereich der Verkehrsinfrastruktur heute eigen ist.

Unsere Präsentation zum zweiten Quartal enthält weitere Einblicke, darunter:

  • Trends, die wichtige Teilsektoren prägen

  • Überblick über die aktuelle Marktlage

  • Bereiche, die für Anleger von Interesse sind

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