Insights

Economists expect gradual cuts. Markets see a less comfortable possibility: resilient growth and persistent inflation could force the Fed to raise rates again.

In light of the very dynamic market environment these forecasts are subject to change at any time.

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

A numerator vs. denominator race at beta, alpha has no style

A changing gas market may be making gas storage levels a less reliable guide to winter risks. Still, there are good reasons to worry about upcoming heating bills.

Status Quo of Artificial Intelligence (AI) Adoption in Asia