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India Consumption Slowdown: Cyclical or Structural?
Evolving Data Center Landscape in Asia-Pacific
A giant leap into the Year of the Rabbit for China
A.I. is growing quickly and is very hungry: S&P firms provide the essentials
Not your father’s stagflation: It’s a virtual reality
Revisiting R^: How does the fiscal deficit affect the neutral Fed Funds rate?
Foreign investors rethink US assets, but the S&P 500 is global and digital
New world order for trade: What Next?
Tariff Disturbances: More uncertainty on trade and to what end?
Altitude Sickness: Breathe, go slowly, stick to the big markers
New Year’s resolutions vs. classic fundamentals: Momentum vs. Valuations
Despite recognizable parallels with developments under the 1985 Plaza Accord, concerns about a very rapid and excessive decline in the U.S. dollar seem exaggerated.
By: Hansjoerg Pack
Which investment themes could be relevant for 2026? An overview of all 10 themes.
Which investment themes could be relevant for 2025 and beyond? An overview of all 10 themes.
