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In Theme #9 we look at the increasing cluster risks following Trump's election victory
By: Maria Milina, Michael Lewis, Murray Birt, Dirk Schlüter, Richard Marshall, Ruben Bos
The investment routes to express European Transformation
The eighth topic in the series analyzes efforts to break the dollar's global dominance.
In theme 7 of our series, we look at what the healthcare sector has to offer in times of lackluster economic data and falling interest rates.
The preconditions for a significant rise in prices are analyzed in the sixth issue of this series.
The fifth topic in this series highlights the potential opportunities offered to retail investors by the opening up of private markets, in infrastructure, among other things.
The fourth topic in this series examines where the crypto market is heading after the ETF hype
Comparing the impact on traditional and ESG equity indices
The third theme in our series examines how investors could take advantage of the already big and exponentially growing AI market
Who stands to benefit from the yield-curve steepening in Treasuries and Bunds?
The aging trend in the coming years poses massive challenges for society. How will this affect the capital markets?
Which investment themes could be relevant for 2025 and beyond? An overview of all 10 themes.
By: Jason Chen
Evaluating the use of European high yield within an investment portfolio
By: Maria Milina, Jason Chen
Artificial Intelligence (“AI”) is reshaping our world, with the potential to add trillions to global economic growth. In this paper, we explore the opportunities for investors to capture transformative opportunities of AI.
By: Maria Milina, Robert Bush, Jason Chen, Johannes Muller
