From zero to hero?

It is still early days when it comes to judging the likelihood of success in Europe’s drive towards strategic autonomy. But there are potential promising trends, especially on energy infrastructure.

First cracks in the dollar's dominance

By: Vincenzo Vedda

It’s the global reserve currency, a perceived safe haven and a vital unit of account for international trade – a lot is at stake.

Female Finance: the benefits of diversity

How and why we still need to do more to get more women into finance, encourage more women to invest and improve education about gender, diversity and finance.

European Transformation – finally, Europe gets a makeover

Europe is embracing digitalization and renewable energy – This will require substantial investments

European small-caps – time to shine

“Big was beautiful” in the U.S. – European stocks chased U.S. big caps for the longest time

Europe’s time to shine

The Trump administration's frontal assault on global trade will not spare Europe. But the main victim could be the U.S. stock market, not least because of the high valuation gap between the U.S. and Europe. Together with the reform of the German debt brake, this makes Europe's equities relatively interesting.

EUR/USD rate is caught in a sideways trend

The euro may need fresh impetus from Europe to gain further momentum

EU Commission to support European carmakers

Industry desperately hopes for support from Brussels

Duration has lost its sting

By: Vincenzo Vedda

On the bond market the risk-to-reward profile appears to favor medium- to long-term maturities

Defying expectations

With European growth expectations for 2025 now already subdued, it is hard to imagine further bad news catching prognosticators by surprise.

Data centers drive U.S. electricity demand

After years of stagnation, digitalisation is leading to a significant increase in electricity demand

Critical minerals at the center of geopolitical tensions

Competition for raw materials vital for the energy transition is intensifying

Covered bonds – the success story continues

By: Vincenzo Vedda

Covered bonds may not only offer high security standards, but also attractive valuations.

Closing the German gender investment gap

The rise in women’s wealth is reshaping finance. Germany shows how asset managers can play key roles in increasing their market participation to bridge gender inequality.

CIO View Portfolio: Perspectives

By: Vincenzo Vedda

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