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U.S. productivity is rising, but workers’ pay is not keeping up with inflation. That makes the latest data more difficult to read.
By: Vincenzo Vedda
In our monthly Multi-Asset update we describe the translation of our CIO View into the CIO View model portfolio.
Our CROCI analysis highlights the importance of valuation assumptions
By: Dr Stefan Hoops, Vincenzo Vedda
Recent growth figures, leading indicators and financial market signals suggest that Germany's economy is performing better than prevailing sentiment implies.
Mother of all profit cycles vs. secular climb in yields
The shift from guidance to judgment.
Technology does not simply destroy work. Early indications are that US labor demand is shifting toward jobs where productivity—and automation—advance more slowly.
The real yen is trading close to historic lows. The reason lies less in interest-rate differentials than in three decades of persistent capital outflows.
By: Murray Birt, Michael Lewis
Strengthening investment signals across power, grids, buildings, transport and industry
France’s politics may be febrile, but manufacturing costs suggest that Macron will leave the country more competitive than he found it.
By: Michael Lewis, Steffen Kutscher
Quarterly highlight: System level hedging
AI is driving earnings and markets. But after the rally, the risk-reward balance is becoming more demanding
Berlin’s 34‑point reform program could be a major success because it addresses a multitude of challenges. Patience might pay off for investors.
Past El Niño episodes show agricultural prices can react late and unevenly. Nevertheless, the current risks need to be taken seriously.
The AI universe continues to expand rapidly, and the list of beneficiaries is long. At the same time, potential risks are emerging, reinforcing our conviction in selective stock picking.
