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A.I. is growing quickly and is very hungry: S&P firms provide the essentials
Not your father’s stagflation: It’s a virtual reality
Revisiting R^: How does the fiscal deficit affect the neutral Fed Funds rate?
Foreign investors rethink US assets, but the S&P 500 is global and digital
New world order for trade: What Next?
Tariff Disturbances: More uncertainty on trade and to what end?
Altitude Sickness: Breathe, go slowly, stick to the big markers
New Year’s resolutions vs. classic fundamentals: Momentum vs. Valuations
We believe that artificial intelligence will continue to drive the markets in 2026 – both positively and negatively. Its possibilities remain exciting. But investors will become more selective.
Despite recognizable parallels with developments under the 1985 Plaza Accord, concerns about a very rapid and excessive decline in the U.S. dollar seem exaggerated.
The latest sell off was a dramatic reminder that precious metals can move in bursts. Inflation adjusted prices are still at levels rarely seen in modern history.
By: Hansjoerg Pack
Which investment themes could be relevant for 2026? An overview of all 10 themes.
Which investment themes could be relevant for 2025 and beyond? An overview of all 10 themes.
