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Results: 124 Matches

Sep 29, 2025 10 Themes

10 Themes - #2: China as relative beneficiary of U.S. trade policy

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.

Emerging Markets
Dec 11, 2024 10 Themes

10 Themes - #10: 11 unlikely events with even more unlikely results

For the last of our “10 themes for the year ahead,” we let our thoughts run free. We look at events that are outside our core scenario and sometimes quite radical. The market reactions too could be surprising.

Equities, Fixed Income, Multi Asset, Americas, Europe, Inflation
Sep 22, 2025 10 Themes

10 Themes - #1: European infrastructure as an important foundation of sovereignty

Energy, digitalization and the transport sector are the focus.

Infrastructure, Europe
Sep 20, 2024 10 Themes

10 Themes - #1: Changing demographics

The aging trend in the coming years poses massive challenges for society. How will this affect the capital markets?

Demographics, Retirement Solutions
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