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Nov 03, 2025 10 Themes

10 Themes - #7: Industrial policy in transition – from global to local

Governments are increasingly prioritizing resilience over efficiency, with far-reaching consequences for markets and companies

Macro

Oct 31, 2024 10 Themes

10 Themes - #7: Defensive, innovative, growing: the healthcare sector

In theme 7 of our series, we look at what the healthcare sector has to offer in times of lackluster economic data and falling interest rates.

Health Care

Oct 27, 2025 10 Themes

10 Themes - #6: Europe's rearmament is a project for decades

Europe's limited defense capabilities may remain so for some time. This is not a comforting realization, but it means funds could be flowing into the defense sector for a long time.

Europe

Oct 22, 2024 10 Themes

10 Themes - #6: A Commodity Supercycle?

The preconditions for a significant rise in prices are analyzed in the sixth issue of this series.

Commodities

Oct 15, 2024 10 Themes

10 Themes - #5: Democratizing the capital market

The fifth topic in this series highlights the potential opportunities offered to retail investors by the opening up of private markets, in infrastructure, among other things.

Alternatives, Infrastructure

Oct 20, 2025 10 Themes

10 Themes - #5: Could Europe's demographics raise interest in stocks?

Europe’s pay-as-you-go pension system should be supplemented by a funded system. This could also help foster public financial literacy and support Europe's economy.

Demography

Oct 13, 2025 10 Themes

10 Themes - #4: Digitalization meets sustainability

Our digital future is going to need a lot more energy than people think

Energy, ESG

Oct 10, 2024 Crypto currencies

10 Themes - #4: Crypto Love

The fourth topic in this series examines where the crypto market is heading after the ETF hype

Crypto currencies

Oct 06, 2025 10 Themes

10 Themes - #3: Stablecoins have the potential to transform the payment infrastructure

Regulated euro stablecoins set the standard for efficiency, liquidity and institutional acceptance

Crypto currencies, Technology

Oct 01, 2024 10 Themes

10 Themes - #3: AI: Billion-dollar questions

The third theme in our series examines how investors could take advantage of the already big and exponentially growing AI market

Artificial Intelligence

Sep 24, 2024 10 Themes

10 Themes - #2: Inverted yield curves finally end. What now?

Who stands to benefit from the yield-curve steepening in Treasuries and Bunds?

Fixed Income, Government Bonds, Interest rates

Sep 29, 2025 10 Themes

10 Themes - #2: China as relative beneficiary of U.S. trade policy

No country is targeted by U.S. tariffs and sanctions as much as China. But China is also a country that seemed well prepared for Trump's second term. China's stock markets may be benefiting.

Emerging Markets

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 11, 2024 10 Themes

10 Themes - #10: 11 unlikely events with even more unlikely results

For the last of our “10 themes for the year ahead,” we let our thoughts run free. We look at events that are outside our core scenario and sometimes quite radical. The market reactions too could be surprising.

Equities, Fixed Income, Multi Asset, Americas, Europe, Inflation

Sep 22, 2025 10 Themes

10 Themes - #1: European infrastructure as an important foundation of sovereignty

Energy, digitalization and the transport sector are the focus.

Infrastructure, Europe

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