Global real estate – how to find value

As prices adjust, many areas of the global real estate market are looking increasingly attractive

Global infrastructure assets – a more nuanced outlook

In a challenging operating environment, selection and thorough bottom-up research remain crucial

Germany’s emissions fall but more is needed

Continued reductions in greenhouse gas emissions make Germany’s 2030 targets look achievable given continuing efforts – amid a still concerning global picture.

Germany’s election: what should we expect?

By: Vincenzo Vedda

Germany’s government fell in November. What new government will emerge now? Will it be able to tackle the country’s big structural economic problems? And what will it mean for German financial assets?

Germany – benefiting from low expectations

By: Björn Jesch

The economy of Europe's recent worst performer could catch up with the rest this year and support equities along the way.

German Bunds with renewed appeal

They have a balanced risk/return profile and look attractive compared to U.S. Treasuries

Generative AI – a new iPhone moment in tech?

After a short break, the IT sector is on the rise again in 2023, not least thanks to Generative AI

From valuation risk to earnings risk

The danger of recession is more evident now in market valuations but not in earnings forecasts

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.

Exciting election – lame consequences?

By: Björn Jesch, Peter Doralt, Francis (Frank) J. Kelly

In coming months, markets might get unnerved, temporarily overpricing political risks.

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

European high yield – enough meat on the bones

Emerged as relative winners in the fixed-income segment – and we believe they can still deliver

European fiscal stimulus? Don't get your hopes up!

By: Martin Moryson

While German fiscal policy is fairly expansionary by its own standards, requests for more fiscal stimulus are mounting. Without a serious recession in sight we don't expect much more.

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.