Equities

Equities Overview

Feb 28, 2025 Americas

Americas CIO View

Altitude Sickness: Breathe, go slowly, stick to the big markers

Equities, Americas

Jan 23, 2025 Americas

Americas CIO View

New Year’s resolutions vs. classic fundamentals: Momentum vs. Valuations

Equities, Macro, Fixed Income

Dec 06, 2024 Chart of the week

Closing the German gender investment gap

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.

Equities, Fixed Income, Allocation

Nov 29, 2023 Equities

India: Delivering on many promises

India’s structural strengths – demography and democracy – are well known. Business-friendly politics, a thriving service sector and geopolitics add to the positive picture.

Equities, Asia & Pacific

Apr 17, 2023 Equities

Innovative clusters – northern lights, transforming Europe

Largely unnoticed by many investors, innovative clusters are emerging, beyond Europe’s old industrial belts

Apr 17, 2023 Equities

European small-caps – time to shine

“Big was beautiful” in the U.S. – European stocks chased U.S. big caps for the longest time

Further articles

Dec 15, 2025 10 Themes

10 Themes - #10: Artificial Intelligence: too big for a one-pager

Surging investment, rapid innovation, and rising volatility – why AI is reshaping winners and losers, and how active selection may be key in what we think could be a boom, not a bubble.

Dec 12, 2025 CIO Special

AI – the power of large numbers

We believe that artificial intelligence will continue to drive the markets in 2026 – both positively and negatively. Its possibilities remain exciting. But investors will become more selective.

Dec 12, 2025 Chart of the week

The worrying 'K' on the U.S. stock market

The operating profits of the S&P 500 and overall economic profits are decoupling

See all articles