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Foreign investors reduced their holdings of U.S. assets in April, but only to a very small extent
By: Lukas Ahnert, Murray Birt, Frederike Bauer, Jay Joshi
Investing in a ‘brave’ new world
Competition for raw materials vital for the energy transition is intensifying
We believe that fears of JGB weakness spreading to other government bonds appear to be exaggerated.
Cautiously optimistic: Our forecasts for the next 12 months
Foreign investors rethink US assets, but the S&P 500 is global and digital
They have a balanced risk/return profile and look attractive compared to U.S. Treasuries
Despite some clouds gathering, we remain optimistic about Spain’s economic prospects. Investment in machinery and equipment has been especially encouraging in Q1 2025.
Is Asia Self-sufficient in Times of Deglobalization?
By: Jason Chen, Dirk Schlüter, Ajay Chaurasia
Despite recent signs of de-escalation, trade uncertainty and expected higher prices appear set to take a toll on the U.S. economy.
Uncertainty and higher prices expected to take a toll on the economy.
By: Maria Milina, Elke Speidel-Walz
India’s economic outlook remains attractive, and the recent market pullback creates an entry opportunity for investors
In addition to the severity of the recession, inflation will be an important factor during this phase.
By: Michael Lewis, Jay Joshi, Murray Birt, Maria Milina
Transformation guided by a northern light
