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Results: 136 Matches

Feb 13, 2026 Chart of the week

Copper between shortage and stockpiling

A physically tight market is keeping prices close to their record highs.

Raw materials
Feb 10, 2026 Artificial Intelligence

Hunger games: The data centre race for power, land and water

By: Michael Lewis

Artificial Intelligence, Commodities, ESG
Feb 06, 2026 CIO Special

Turbulence in the Japanese financial markets

Years of overly loose fiscal policy have sent Japanese bond yields soaring. Increased volatility is here to stay.

Bonds
Feb 06, 2026 Chart of the week

A precious-metals reality check

The latest sell off was a dramatic reminder that precious metals can move in bursts. Inflation adjusted prices are still at levels rarely seen in modern history.

Commodities
Jan 30, 2026 Chart of the week

Yields spike, costs lag

Markets can reprice JGBs overnight, but the real fault line between volatility and vulnerability is when the effective interest rate surpasses growth

Bonds
Jan 28, 2026 Equities

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

By: Hansjoerg Pack

Equities, Germany
Jan 23, 2026 Chart of the week

Tight by comparison

Increasingly, shrinking Eurozone spreads say less about European virtues and more about anxieties in many of the world’s other bond markets.

Fixed Income, Europa
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
Jan 09, 2026 Chart of the week

Regime change of a different kind

Venezuela’s turmoil offers a test case of how oil and metals shocks can ripple through inflation and rates, as the energy transition rewrites old market rules.

Politics, Energy, Raw materials, Interest, Commodities
Dec 19, 2025 Chart of the week

High rates, high stakes

Brazil’s central bank looks set to remain hawkish. Structural reforms following next year’s elections could help unlock the country’s potential.

Elections, Central banks
Dec 16, 2025 European Transformation

Vorsprung durch Technik: Germany’s next industrial revolution

By: Michael Lewis, Ian Bigelow

European Transformation, ESG
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 CIO Special

AI – the power of large numbers

We believe that artificial intelligence will continue to drive the markets in 2026 – both positively and negatively. Its possibilities remain exciting. But investors will become more selective.
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 05, 2025 Chart of the week

U.S. unemployment steady, nerves frayed

A widening gap between official data and worker sentiment points to the power of technological anxiety.

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