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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.
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.
The preconditions for a significant rise in prices are analyzed in the sixth issue of this series.
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.
The fourth topic in this series examines where the crypto market is heading after the ETF hype
Comparing the impact on traditional and ESG equity indices
