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China Banks: Signs of Bottoming Out
India Consumption Slowdown: Cyclical or Structural?
Evolving Data Center Landscape in Asia-Pacific
A giant leap into the Year of the Rabbit for China
A.I. is growing quickly and is very hungry: S&P firms provide the essentials
Not your father’s stagflation: It’s a virtual reality
Revisiting R^: How does the fiscal deficit affect the neutral Fed Funds rate?
Foreign investors rethink US assets, but the S&P 500 is global and digital
New world order for trade: What Next?
Tariff Disturbances: More uncertainty on trade and to what end?
Altitude Sickness: Breathe, go slowly, stick to the big markers
New Year’s resolutions vs. classic fundamentals: Momentum vs. Valuations
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.
By: Hansjoerg Pack
Which investment themes could be relevant for 2026? An overview of all 10 themes.
