Insights

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

Markets are pricing more near-term inflation risk, but longer-term expectations remain comparatively calm.

Critical minerals are increasingly playing a key role in the development of electromobility, renewable energy and digitalization – and thus in shaping future developments.

Investing in a Fog of War and Haze of AI Transition

Correlations in times of energy stress

When it comes to oil, the price spikes grab attention. Their more lasting effect may be demand that disappears - and does not fully return.