Insights

What themes beyond geopolitics, AI and monetary policy could matter to investors in 2027? Find out in our 10 themes for the year ahead.

How water runs through the real economy and can create new winners and losers

Breaking up is hard to do: Why the transatlantic relationship may emerge stronger from today's frictions.

Capturing the upside of AI’s transformative investment cycle without relying on it

For years, interest rates were low and liquidity abundant. Renewed inflation pressures, however, could now usher in a period of higher capital costs and a new yield environment.

Why communication, data and computing power may increasingly be delivered from space.

Strengthening investment signals across power, grids, buildings, transport and industry

Quarterly highlight: System level hedging

How reforms to the EU Emissions Trading System create attractive investment opportunities

Quarterly highlight: Navigating mega-forces

The scaling of proven first-of-a-kind technologies is crucial for competitiveness and opens up new opportunities in growth financing in Germany and Europe.