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Berlin’s 34‑point reform program could be a major success because it addresses a multitude of challenges. Patience might pay off for investors.
By: Vincenzo Vedda
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 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.
Why UK yields are now driven more by global rates than domestic politics
How risk, valuation and liquidity are evolving in credit markets
Lift off: To those that boldly go!
Europe’s infrastructure needs are no secret. What is changing is the pipeline of projects, public backing and room for private capital.
Normalization in leisure & hospitality – a signal for the broader U.S. labor market?
Not so long ago, Eurozone inflation was almost too dull to mention. Nowadays, the opposite risk looms: rising factory-price expectations deserve attention – but not panic.
U.S. productivity is improving. In aggregate economic data, however, the AI dividend remains easier to imagine than to measure.
By: Murray Birt
How reforms to the EU Emissions Trading System create attractive investment opportunities
Critical minerals are increasingly playing a key role in the development of electromobility, renewable energy and digitalization – and thus in shaping future developments.
Rising energy prices weigh on growth and inflation, while AI-driven investment continues to support selected segments and drive increasing divergence across markets.
Substantial upward revisions in capex reflect the AI infrastructure boom – early signs of increasing monetization are becoming visible
