Insights

Investing in a Fog of War and Haze of AI Transition

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

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

Solid economic growth, supported by neutral monetary policy and supportive fiscal policy, has underpinned the capital markets. A vast array of risks makes diversification a top priority in our view.

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

Charging Ahead: Electrification in Asia