The operating profits of the S&P 500 and overall economic profits are decoupling
Altitude Sickness: Breathe, go slowly, stick to the big markers
New Year’s resolutions vs. classic fundamentals: Momentum vs. Valuations
The rise in women’s wealth is reshaping finance. Germany shows how asset managers can play key roles in increasing their market participation to bridge gender inequality.
India’s structural strengths – demography and democracy – are well known. Business-friendly politics, a thriving service sector and geopolitics add to the positive picture.
Largely unnoticed by many investors, innovative clusters are emerging, beyond Europe’s old industrial belts
“Big was beautiful” in the U.S. – European stocks chased U.S. big caps for the longest time
