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Nothing is all that certain in Washington these days. This was the backdrop against which we devel-oped the latest update to our strategic 12-month outlook.
Tariff Disturbances: More uncertainty on trade and to what end?
Europe's economies wasted billions of euros through the inefficient use of energy
The DAX has hit a record high, outperforming smaller German stocks. Investors expect a business-friendly government. But many challenges remain.
More defence, more investment, more debt, more growth
India Consumption Slowdown: Cyclical or Structural?
Altitude Sickness: Breathe, go slowly, stick to the big markers
Though the medium-term growth outlook looks resilient, a stronger manufacturing sector is needed to create jobs.
By: Jason Chen, Dirk Schlüter
Germany has voted. Tackling the country’s big structural economic problems still looks like a daunting task.
Germany struggles on many fronts. This uncertainty could be exacerbated if we see protracted coalition negotiations following an inconclusive election result.
The bond market bathes in the positive sentiment
By: Vincenzo Vedda
Germany’s government fell in November. What new government will emerge now? Will it be able to tackle the country’s big structural economic problems? And what will it mean for German financial assets?
Progress on the energy transition and political commitments give cause for cautious optimism on Europe’s transformation.
To participate in the expected performance of the yellow precious metal, investments in physical gold and gold mining shares appear equally suitable
