Tim Albrecht
Tim Albrecht
demand economy global good overall quite
The overall global economy is robust, and there's quite good demand from many end-markets.
challenges margin mean might
This could mean challenges for some companies; they might see margin contraction.
companies conquering driven gas german hit mania past peak stepped
German companies have stepped on the gas in the past 12 months. They're in conquering mode, and we've not hit the peak yet. There's a real M&A mania out there, and it's increasingly driven by globalization.
overweight stick
I am overweight chemicals, and I will stick with it.