Latest news with #RolandBerger
Yahoo
13-05-2025
- Business
- Yahoo
Roland Berger Is Pleased to Announce the Expansion of Its U.S. Presence to Include a Full Team Now Based in Houston, Texas
CHICAGO, May 13, 2025--(BUSINESS WIRE)--Roland Berger is pleased to announce the continued expansion of its U.S. presence. A team is now based in Houston, Texas, a global hub for the Energy and Chemicals sectors. Located in Houston's Central Business District, the new group is strategically positioned to serve clients across the full Energy and Chemicals value chains amid profound industry transformation. The Houston-based team comprises senior leaders Juan Trebino, Pedro Caruso, Sid Malhotra, Mark Uffhausen, Chris Millican, and Rohit Singh, all of whom bring deep industry knowledge and global consulting experience. These experts are all part of Roland Berger's growing U.S. management consulting platform, driving performance, resilience, and transformation for clients. "Our Houston team brings robust experience across the energy and chemicals value chains—from core operations to the technologies shaping the future," said Juan Trebino, Senior Partner. "We combine global insights with on-the-ground understanding to help clients meet today's challenges and build a foundation for long-term success." This team expansion reflects Roland Berger's strategic commitment to building top-tier capabilities in Energy and Chemicals across the Americas. With a strong foundation in strategy, operations, sustainability, and digital transformation, the Houston team will work seamlessly with colleagues across the U.S. and globally. "This is a period of significant growth for Roland Berger in the Americas," said Stephan Keese, Senior Partner and Managing Partner, United States. "With a full team now based in Houston, we are reinforcing our commitment to clients across the Energy and Chemicals sectors and expanding our ability to deliver world-class strategic advice and execution." The Houston team will work closely with Roland Berger's global network to offer clients the full breadth of the firm's expertise, from strategy and operations to digital transformation and sustainability. View source version on Contacts 857-991-6774 Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
IOL News
28-04-2025
- Business
- IOL News
Global shipping navigates Trump tariffs uncertainty
In the long run, shipping companies expect a decline in freight rates -- as happened in 2018-2019 during Trump's first presidential term. Shifting trade announcements have led to unprecedented volatility in the global shipping industry in recent weeks, with industry players having to constantly adapt to new US tariffs. Cargo ships put to sea half empty, fluctuating freight rates and possible shipping route changes are some of the recent adjustments industry specialists have noted. The global economy has been riding a rollercoaster since US President Donald Trump returned to the White House in January and kicked off a tariff offensive. Trump's recent walk-back, announcing a 90-day pause on some previously announced levies -- with the exception of those targeting China -- has once again upset the balance. "In the three weeks leading up to the announcement, we saw a slowdown in trade and many ships were only 50% full on the transatlantic and transpacific trades to the United States," said Alexandre Charpentier, transport specialist at consulting firm Roland Berger. During that time, sea freight rates fell and many companies held on to their stocks as a precaution. "As of last week, we've had the opposite effect," Charpentier said. "People want to ship as much as possible to the United States, they're destocking and there has been a rush for space." And prices have started to rise again. Adding to the headwinds facing shipping are new US port fees for Chinese-built and -operated ships, unveiled by Washington on Thursday and due to kick in from mid-October. Those come on top of the tariffs of up to 145% the Trump administration has introduced on a large number of Chinese imports, resulting in a top tax line as high as 245% on some products. China builds nearly half of all ships launched, ahead of South Korea and Japan. Falling freight rates In the long run, shipping companies expect a decline in freight rates -- as happened in 2018-2019 during Trump's first presidential term. Back then liners "experienced an oversupply of shipping capacity, decreased shipping rates, increased operational costs and ultimately, a reduction in revenue," said Sandy Gosling, specialist in transport and logistics at consulting firm McKinsey. Tariffs then were lower than those announced by Trump this year. "It's difficult to see into the future but what seems most likely to us is a slowing of certain routes in favour of other countries in Southeast Asia or India," said Charpentier. Anne-Sophie Fribourg, vice president of ocean procurement at British freight forwarder Zencargo, said she expected the China-US route would become unprofitable. If this were to happen, she said, "shipowners will readjust their rotations. In other words, they will turn away from traditional routes to new ones, such as Latin America, where demand has been growing for some time now." For the time being, major international companies such as MSC, CMA CGM and Maersk have not made such adjustments. Adjusting routes German container shipping firm Hapag-Lloyd said it was not noticing any changes on the Atlantic. It however saw a "massive decline in China", offset by "a clear increase in demand in South-East Asia". Consulting firm Boston Consulting Group said in a note sent to its clients that it expected a sharp decline in China-US trade and an increase in trade within what it called the "Global South". The World Trade Organization (WTO) warned of a potential "even sharper decline of 1.5 percent in global goods trade" in 2025, depending on Trump's tariffs policy. It said merchandise trade between China and the US could plunge by 81 percent. Gosling said tariffs are just the latest of many disruptions the shipping industry suffered in recent decades. "According to a 2020 McKinsey Global Institute report, industries have experienced material disruptions lasting a month or longer every 3.7 years on average," she said. Logistical chains were upended during the Covid-19 years, before Huthi attacks in the Red Sea drove vessels to round Africa via the Cape of Good Hope. Shipowners have developed a certain "agility to change routes," said Fribourg of Zencargo. But adjusting flows toward other destinations "will take some time", Charpentier said. AFP
The Sun
22-04-2025
- Business
- The Sun
Global shipping navigates unprecedented volatility
PARIS: Shifting trade announcements have led to unprecedented volatility in the global shipping industry in recent weeks, with industry players having to constantly adapt to new US tariffs. Cargo ships put to sea half empty, fluctuating freight rates and possible shipping route changes are some of the recent adjustments industry specialists have noted. The global economy has been riding a rollercoaster since US President Donald Trump returned to the White House in January and kicked off a tariff offensive. Trump's recent walk-back, announcing a 90-day pause on some previously announced levies – with the exception of those targeting China – has once again upset the balance. 'In the three weeks leading up to the announcement, we saw a slowdown in trade and many ships were only 50% full on the transatlantic and transpacific trades to the US,' said Alexandre Charpentier, transport specialist at consulting firm Roland Berger. During that time, sea freight rates fell and many companies held on to their stocks as a precaution. 'As of last week, we've had the opposite effect,' Charpentier said. 'People want to ship as much as possible to the US, they're destocking and there has been a rush for space.' And prices have started to rise again. Adding to the headwinds facing shipping are new US port fees for Chinese-built and -operated ships, unveiled by Washington last week and due to kick in from mid-October. Those come on top of the tariffs of up to 145% the Trump administration has introduced on a large number of Chinese imports, resulting in a top tax line as high as 245% on some products. China builds nearly half of all ships launched, ahead of South Korea and Japan. In the long run, shipping companies expect a decline in freight rates – as happened in 2018-2019 during Trump's first presidential term. Back then liners 'experienced an oversupply of shipping capacity, decreased shipping rates, increased operational costs and ultimately, a reduction in revenue,' said Sandy Gosling, specialist in transport and logistics at consulting firm McKinsey. Tariffs then were lower than those announced by Trump this year. 'It's difficult to see into the future but what seems most likely to us is a slowing of certain routes in favour of other countries in Southeast Asia or India,' said Charpentier. Anne-Sophie Fribourg, vice-president of ocean procurement at British freight forwarder Zencargo, said she expected the China-US route would become unprofitable. If this were to happen, she said, 'shipowners will readjust their rotations. In other words, they will turn away from traditional routes to new ones, such as Latin America, where demand has been growing for some time now.' For the time being, major international companies such as MSC, CMA CGM and Maersk have not made such adjustments. German container shipping firm Hapag-Lloyd said it was not noticing any changes on the Atlantic. It however saw a 'massive decline in China', offset by 'a clear increase in demand in Southeast Asia'. Consulting firm Boston Consulting Group said in a note sent to its clients that it expected a sharp decline in China-US trade and an increase in trade within what it called the 'Global South'. The World Trade Organisation (WTO) warned of a potential 'even sharper decline of 1.5% in global goods trade' in 2025, depending on Trump's tariffs policy. It said merchandise trade between China and the US could plunge by 81%. Gosling said tariffs are just the latest of many disruptions the shipping industry suffered in recent decades. 'According to a 2020 McKinsey Global Institute report, industries have experienced material disruptions lasting a month or longer every 3.7 years on average,' she said. Logistical chains were upended during the Covid-19 years, before Huthi attacks in the Red Sea drove vessels to round Africa via the Cape of Good Hope. Shipowners have developed a certain 'agility to change routes,' said Fribourg of Zencargo. But adjusting flows towards other destinations 'will take some time', Charpentier said. – AFP
Business Times
22-04-2025
- Business
- Business Times
Global shipping navigates Trump tariffs uncertainty
[PARIS] Shifting trade announcements have led to unprecedented volatility in the global shipping industry in recent weeks, with industry players having to constantly adapt to new US tariffs. Cargo ships put to sea half empty, fluctuating freight rates and possible shipping route changes are some of the recent adjustments industry specialists have noted. The global economy has been riding a rollercoaster since US President Donald Trump returned to the White House in January and kicked off a tariff offensive. Trump's recent walk-back, announcing a 90-day pause on some previously announced levies – with the exception of those targeting China – has once again upset the balance. 'In the three weeks leading up to the announcement, we saw a slowdown in trade and many ships were only 50 per cent full on the transatlantic and transpacific trades to the United States,' said Alexandre Charpentier, transport specialist at consulting firm Roland Berger. During that time, sea freight rates fell and many companies held on to their stocks as a precaution. BT in your inbox Start and end each day with the latest news stories and analyses delivered straight to your inbox. Sign Up Sign Up 'As at last week, we have had the opposite effect,' Charpentier said. 'People want to ship as much as possible to the United States, they are destocking and there has been a rush for space.' And prices have started to rise again. Adding to the headwinds facing shipping are new US port fees for Chinese-built and -operated ships, unveiled by Washington on Thursday (Apr 17) and due to kick in from mid-October. Those come on top of the tariffs of up to 145 per cent the Trump administration has introduced on a large number of Chinese imports, resulting in a top tax line as high as 245 per cent on some products. China builds nearly half of all ships launched, ahead of South Korea and Japan. Falling freight rates In the long run, shipping companies expect a decline in freight rates – as happened in 2018 to 2019 during Trump's first presidential term. Back then liners 'experienced an oversupply of shipping capacity, decreased shipping rates, increased operational costs and ultimately, a reduction in revenue', said Sandy Gosling, specialist in transport and logistics at consulting firm McKinsey. Tariffs then were lower than those announced by Trump this year. 'It's difficult to see into the future but what seems most likely to us is a slowing of certain routes in favour of other countries in South-east Asia or India,' said Charpentier. Anne-Sophie Fribourg, vice-president of ocean procurement at British freight forwarder Zencargo, said she expected the China-US route would become unprofitable. If this were to happen, she said, 'shipowners will readjust their rotations. In other words, they will turn away from traditional routes to new ones, such as Latin America, where demand has been growing for some time now'. For the time being, major international companies such as MSC, CMA CGM and Maersk have not made such adjustments. Adjusting routes German container shipping firm Hapag-Lloyd said it was not noticing any changes on the Atlantic. It, however, saw a 'massive decline in China', offset by 'a clear increase in demand in South-East Asia'. Consulting firm Boston Consulting Group said in a note sent to its clients that it expected a sharp decline in China-US trade and an increase in trade within what it called the 'Global South'. The World Trade Organization warned of a potential 'even sharper decline of 1.5 per cent in global goods trade' in 2025, depending on Trump's tariffs policy. It said merchandise trade between China and the US could plunge by 81 percent. Gosling said tariffs are just the latest of many disruptions the shipping industry suffered in recent decades. 'According to a 2020 McKinsey Global Institute report, industries have experienced material disruptions lasting a month or longer every 3.7 years on average,' she said. Logistical chains were upended during the Covid-19 years, before Huthi attacks in the Red Sea drove vessels to round Africa via the Cape of Good Hope. Shipowners have developed a certain 'agility to change routes', said Fribourg of Zencargo. But adjusting flows towards other destinations 'will take some time', Charpentier said. AFP
Yahoo
04-04-2025
- Business
- Yahoo
Is Atai Life Sciences (ATAI) the Best German Stock to Buy According to Hedge Funds?
We recently published a list of . In this article, we are going to take a look at where Atai Life Sciences (NASDAQ:ATAI) stands against other best German stocks to buy according to hedge funds. Germany's economy is facing continued weakness. According to a report published by Roland Berger, the 0.1% contraction in 2023 and the 0.2% in 2o24 will only be countered by a 0.4% projected growth in 2025. While manufacturing orders are recovering modestly since June last year, business sentiments are still low and the industrial production for November was down 3,1% year-over-year. Unemployment also reached 2.81 million in December 2024, which was a 170,000 increase as compared to the same period last year. This pushed the unemployment rate to 6%. Inflation is now expected to average 2% in 2025, which is still down from the 2.2% figure from 2024. Earlier on March 6, Chris Verrone, Strategas, joined CNBC's 'Fast Money' to express his bullish outlook on the European market. He highlighted a shift in global cyclicality eastward and observed that the European industrials are achieving new highs. Verrone emphasized that the European banks have shown strength over the past 18 months but despite such trends, investors are still not heavily leaning towards European equities. He cited the German ETF under the name of EWG to support his stance, as EWG broke a 20-year high which indicated its departure from prolonged secular stagnation particularly within banks and industrials. However, he did note that energy and basic resources are not showing the same momentum. The conversation also covered the fact that investors have been overweight in US large-cap tech stocks over the past 12 to 13 years. Verrone relayed that observed extreme bearishness towards the European market as of December 2024, when he visited the region. He particularly noted that peripheral European markets, which include countries like Italy and Spain, have been leading. Whereas Germany has lagged. While Verrone mentioned that he heard Christine Lagarde, President of the European Central Bank, expressed pessimism about the European economy herself during the world economic forum in Davos, he still maintains his bullish outlook. He thinks that the European economic data is improving and global cyclicality has not been extinguished. We used the Finviz stock screener to compile an initial list of top German stocks. We then selected 12 German stocks that were the most popular among elite hedge funds and that analysts were bullish on. The stocks are ranked in ascending order of the number of hedge funds that have stakes in them, as of Q4 2024. The hedge fund data was sourced from Insider Monkey's database which tracks the moves of over 900 elite money managers. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). A close-up of a medical professional providing advice to a patient struggling with opioid use disorder. Number of Hedge Fund Holders: 14 Atai Life Sciences (NASDAQ:ATAI) is a clinical-stage biopharmaceutical company that develops innovative therapeutics for mental health disorders like depression, anxiety, and addiction. Its pipeline features compounds that range from psilocybin and MDMA derivatives to novel neuromodulators and formulations of established substances. The company is focused on its BPL-003 program which is developed by Beckley Psytech, as a key driver for its growth in the treatment-resistant depression (TRD) market. BPL-003 is an intranasal formulation of mebufotenin benzoate that is designed for rapid and durable antidepressant effects. The Phase 2b clinical trial for its evaluation has completed enrollment of 196 patients across 38 sites in 6 countries, with topline results expected in mid-2025. This trial is assessing the efficacy and safety of single doses of BPL-003 against a sub-perceptual dose, with efficacy measured using the Montgomery-Asberg Depression Rating Scale (MADRS). The Phase 2a study of BPL-003 demonstrated promising results and showed a 55% remission rate on Day 29 and a 45% remission rate on Day 85, with patients dischargeable in under two hours post-dose. Atai Life Sciences' (NASDAQ:ATAI) financial position is strengthened by a recent equity offering that extends its operational runway into 2027. Overall, ATAI ranks 6th on our list of best German stocks to buy according to hedge funds. While we acknowledge the growth potential of ATAI, our conviction lies in the belief that AI stocks hold great promise for delivering high returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than ATAI but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at . Sign in to access your portfolio
