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By: Robert Bush
"Any time you take a chance you better be sure the rewards are worth the risk" - Stanley Kubrick
Our digital future is going to need a lot more energy than people think
How Italy and France appear to be switching positions when it comes to the respective riskiness of their government debt.
Regulated euro stablecoins set the standard for efficiency, liquidity and institutional acceptance
By: Jason Chen, Stephen Cianci
How have markets historically reacted to new Fed chairs?
No country is targeted by U.S. tariffs and sanctions as much as China. But China is also a country that seemed well prepared for Trump's second term. China's stock markets may be benefiting.
It is still early days when it comes to judging the likelihood of success in Europe’s drive towards strategic autonomy. But there are potential promising trends, especially on energy infrastructure.
By: Vincenzo Vedda
Covered bonds may not only offer high security standards, but also attractive valuations.
Europe may be entering a new investment renaissance. Modernisation in defence, infrastructure, the green transition and low‑carbon tech could reshape the landscape. This could create compelling opportunities across multiple asset classes.
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
