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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