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Progress on the energy transition and political commitments give cause for cautious optimism on Europe’s transformation.
By: Vincenzo Vedda
To participate in the expected performance of the yellow precious metal, investments in physical gold and gold mining shares appear equally suitable
By: Jason Chen, Christian Scherrmann, Dirk Schlüter
The return outlook for the next decade
Industry desperately hopes for support from Brussels
Evolving Data Center Landscape in Asia-Pacific
Yields on U.K. sovereign bonds have surged to levels not seen since the Great Financial Crisis and the Sterling too is struggling
New Year’s resolutions vs. classic fundamentals: Momentum vs. Valuations
By: Maria Milina
How investors could take advantage of the already big and exponentially growing AI market
The bond market sees the convergence of Chinese and Japanese yields as a warning of potential 'Japanization' in China
With European growth expectations for 2025 now already subdued, it is hard to imagine further bad news catching prognosticators by surprise.
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.
The rise in women’s wealth is reshaping finance. Germany shows how asset managers can play key roles in increasing their market participation to bridge gender inequality.
By: Maria Milina, Michael Lewis, Murray Birt, Dirk Schlüter, Richard Marshall, Ruben Bos
The investment routes to express European Transformation
The eighth topic in the series analyzes efforts to break the dollar's global dominance.
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.
