Insights

Berlin’s 34‑point reform program could be a major success because it addresses a multitude of challenges. Patience might pay off for investors.

In our monthly Multi-Asset update we describe the translation of our CIO View into the CIO View model portfolio.

Past El Niño episodes show agricultural prices can react late and unevenly. Nevertheless, the current risks need to be taken seriously.

The monthly Investment Traffic Lights provide a detailed market analysis and our view on developments in the main asset classes. 

Why UK yields are now driven more by global rates than domestic politics

The AI universe continues to expand rapidly, and the list of beneficiaries is long. At the same time, potential risks are emerging, reinforcing our conviction in selective stock picking.