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Which investment themes could be relevant for 2026? An overview of all 10 themes.
Energy, digitalization and the transport sector are the focus.
Although Germany’s residential construction is weak, other construction sectors, such as civil engineering and specialised construction remain robust
Not your father’s stagflation: It’s a virtual reality
By: Johannes Muller, Robert Bush
Be greedy when others are fearful, and fearful when others are greedy
Benign, for now: Our forecasts for the next 12 months
By: Michael Lewis, Steffen Kutscher
(De)carbonization stocktake, and how the clean energy transition meets the great energy expansion
Whether or not there will be a reversal in the trend depends on the development of long-term inflation and whether the Federal Reserve manages to maintain its credibility
69% capacity trails decade average as post-Russian supply model prioritizes flexibility over early stockpiling
By: Dr. Sebastian Kring
A Practitioner’s Perspective
Does the historically high gold-oil ratio once again indicate a major macro shift?
At least in terms of its demographic outlook, the U.S. is already well on its way to becoming far less exceptional than it was just a few years ago.
By: Jason Chen, Dirk Schlüter
How sensitive are forecasts to prices?
Exploring the IP Playbook: From Japan to China
Despite falling U.S. demand, China’s exports grew—thanks to emerging markets. But transshipment clauses in Asian countries’ trade deals with the U.S. may pose risks
