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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.
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.
The shift from guidance to judgment.
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 Australian dollar currently has a wide range of monetary, economic and political factors on its side
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.
Our CROCI analysis highlights the importance of valuation assumptions
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.
In Theme #9 we look at the increasing cluster risks following Trump's election victory
Planning scenarios, managing risks and seizing opportunities
The greenback is caught between tactical shifts and structural anchoring.
The eighth topic in the series analyzes efforts to break the dollar's global dominance.
