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Articles

Results: 31 Matches

Jan 28, 2026 Equities

4th Quarter 2025 Market Update: German equities defied a poor economy

By: Hansjoerg Pack

Equities, Germany
Jan 16, 2026 Chart of the week

U.S. small caps: Ready for a comeback?

Have small caps seen a weak decade, or were large caps simply off the charts?

Equities
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.

Equities
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

Americas, Equities
Dec 02, 2025 Americas CIO View

Americas CIO View

A.I. is growing quickly and is very hungry: S&P firms provide the essentials 

Americas, Equities
Nov 28, 2025 Chart of the week

Rational Exuberance

2026 may be a good year for risky assets

Macro, Equities, Bonds, Fixed Income, Currencies, Alternatives, Precious metals
Nov 12, 2025 Equities

3rd Quarter 2025 Market Update: Views on Germany

By: Hansjoerg Pack

Equities, Germany
Nov 07, 2025 Chart of the week

The great net income divergence, revisited

For over a decade, the S&P 500’s net income growth has outpaced Europe’s Stoxx 600. But signs of change are emerging beneath the surface.

Equities, Americas, Europe, Financials, Industrials
Oct 24, 2025 Chart of the week

The Nikkei has scaled new heights

Both political developments and structural tailwinds are breathing fresh life into the Japanese stock market

Equities, Asia Pacific, Politics
Sep 16, 2025 Americas CIO View

Americas CIO View

Not your father’s stagflation: It’s a virtual reality

Americas, Equities
Sep 12, 2025 Chart of the week

Market backdrop: Good, with “ifs” and “buts”

Benign, for now: Our forecasts for the next 12 months

Fixed Income, Currencies
Jul 08, 2025 Americas CIO View

Americas CIO View

Revisiting R^: How does the fiscal deficit affect the neutral Fed Funds rate?

Americas, Equities
Jun 13, 2025 Chart of the week

Japanese bond yields have risen sharply

We believe that fears of JGB weakness spreading to other government bonds appear to be exaggerated.

Macro, Equities, Fixed Income, Alternatives
Jun 06, 2025 Chart of the week

Still constructive

Cautiously optimistic: Our forecasts for the next 12 months

Macro, Equities, Fixed Income, Alternatives
May 30, 2025 Americas CIO View

Americas CIO View

Foreign investors rethink US assets, but the S&P 500 is global and digital

Americas, Equities
Results 1-15 of 31
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