Insights

In light of the very dynamic market environment these forecasts are subject to change at any time.

Micro beats macro. The Iran war and inflation are being overshadowed in the markets by the AI boom, where profits are no longer artificial but real. Markets are bifurcated in many ways.

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

Investing in a Fog of War and Haze of AI Transition

Time to Turn Back?: Return to Growth or seek US equity alternatives?

Charging Ahead: Electrification in Asia