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In Theme #9 we look at the increasing cluster risks following Trump's election victory
Planning scenarios, managing risks and seizing opportunities
The greenback is caught between tactical shifts and structural anchoring.
The eighth topic in the series analyzes efforts to break the dollar's global dominance.
Governments are increasingly prioritizing resilience over efficiency, with far-reaching consequences for markets and companies
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.
Europe's limited defense capabilities may remain so for some time. This is not a comforting realization, but it means funds could be flowing into the defense sector for a long time.
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.
Europe’s pay-as-you-go pension system should be supplemented by a funded system. This could also help foster public financial literacy and support Europe's economy.
Our digital future is going to need a lot more energy than people think
The fourth topic in this series examines where the crypto market is heading after the ETF hype
Regulated euro stablecoins set the standard for efficiency, liquidity and institutional acceptance
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?
