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A.I. is growing quickly and is very hungry: S&P firms provide the essentials
By: Ivy-sw Ng, Tommy Law
ASEAN Developing Countries: Resilient Growth thus far
2026 may be a good year for risky assets
Mexico in the spotlight: despite concerns ahead of last year’s U.S. elections, the peso has strengthened and local bonds have shone. What may be driving this resilience?
Planning scenarios, managing risks and seizing opportunities
By: Robert Bush
"One must change one’s tactics every ten years if one wishes to maintain one’s superiority" - Napolean Bonaparte
The Communist Party’s latest 5-year blueprint puts technology and productivity in the spotlight.
By: Hansjoerg Pack
The greenback is caught between tactical shifts and structural anchoring.
For over a decade, the S&P 500’s net income growth has outpaced Europe’s Stoxx 600. But signs of change are emerging beneath the surface.
Governments are increasingly prioritizing resilience over efficiency, with far-reaching consequences for markets and companies
The euro may need fresh impetus from Europe to gain further momentum
By: Michael Lewis, Steffen Kutscher
Quarterly highlight: The elusive “Peak Oil” scenario
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.
Both political developments and structural tailwinds are breathing fresh life into the Japanese stock market
