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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.
The Australian dollar currently has a wide range of monetary, economic and political factors on its side
The latest sell off was a dramatic reminder that precious metals can move in bursts. Inflation adjusted prices are still at levels rarely seen in modern history.
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.
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.
