Data centers drive U.S. electricity demand

After years of stagnation, digitalisation is leading to a significant increase in electricity demand

Critical minerals at the center of geopolitical tensions

Competition for raw materials vital for the energy transition is intensifying

Critical minerals – The power factor in commodities

Critical minerals are increasingly playing a key role in the development of electromobility, renewable energy and digitalization – and thus in shaping future developments.

Covered bonds – the success story continues

By: Vincenzo Vedda

Covered bonds may not only offer high security standards, but also attractive valuations.

Copper between shortage and stockpiling

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

CIO View: Gateway to Europe

By: Vincenzo Vedda

Europe may be entering a new investment renaissance. Modernisation in defence, infrastructure, the green transition and low‑carbon tech could reshape the landscape. This could create compelling opportunities across multiple asset classes.

China’s trade thrives beyond the U.S.

Despite falling U.S. demand, China’s exports grew—thanks to emerging markets. But transshipment clauses in Asian countries’ trade deals with the U.S. may pose risks

China’s 5-Year Plan: Innovation Overdrive?

The Communist Party’s latest 5-year blueprint puts technology and productivity in the spotlight.

Brave new energy world

The changing balance of power between the world’s leading oil producers helps explain some of the recent oddities happening in global financial markets.

Bond markets: shaken, not unanchored

Markets are pricing more near-term inflation risk, but longer-term expectations remain comparatively calm.

APAC CIO View

Evolving Data Center Landscape in Asia-Pacific

APAC CIO View

India Consumption Slowdown: Cyclical or Structural?

APAC CIO View

China Banks: Signs of Bottoming Out

APAC CIO View

Is Asia Self-sufficient in Times of Deglobalization?

APAC CIO View

Japan’s Retail Market in 2025: Balancing Tourism, Currency Fluctuations, and Strategic Consolidation