Insights

In a world where risks show little sign of receding, we remain constructive on risk assets. Strong earnings growth, continued AI investment and resilient markets support our view.

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

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

A numerator vs. denominator race at beta, alpha has no style

Status Quo of Artificial Intelligence (AI) Adoption in Asia

Mother of all profit cycles vs. secular climb in yields