Insights

Mother of all profit cycles vs. secular climb in yields

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

The shift from guidance to judgment.

Lift off: To those that boldly go!

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.