10 Themes - #4: Crypto Love

The fourth topic in this series examines where the crypto market is heading after the ETF hype

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

China’s rescue mission

Can the recent policy measures save China’s growth target?

10 Themes - #3: AI: Billion-dollar questions

The third theme in our series examines how investors could take advantage of the already big and exponentially growing AI market

Frank Kelly’s Geopolitical Week Ahead | September 29, 2024

By: Francis (Frank) J. Kelly

Hezbollah’s leader Nasrallah is dead leaving markets and world leaders asking, “What happens now?” The U.S. vice presidential candidates to debate as U.S. dockworkers prepare to strike, and Mexico inaugurates a new president.

Reaching Net Zero remains possible

Limiting temperature increases to 1.5-2.0 Celsius degrees is not an elusive dream if the growth rates in investments into energy transition of the last five years can be maintained.

APAC CIO View

By: Ivy-sw Ng, Tommy Law

Asia’s Critical Role in the Semiconductor Value Chain

10 Themes - #1: Changing demographics

The aging trend in the coming years poses massive challenges for society. How will this affect the capital markets?

10 themes for the year ahead

By: Björn Jesch

Which investment themes could be relevant for 2025 and beyond? An overview of all 10 themes.

Goodbye inflation, hello unemployment

With its decision to cut rates by 50 basis points, the Fed gives the labor market priority over inflation

U.S Economic Outlook

By: Christian Scherrmann

Time has come to engineer that soft landing.

Chinese electric cars are in the fast lane

The electrification of the global vehicle fleet is progressing – which poses serious challenges for traditional carmakers, not least European ones.

Our forecasts

All forecasts at a glance

Still optimistic but with modest expectations

By: Björn Jesch

As Europe and China are not really getting into their stride, it is once again up to the U.S. and above all its consumers to keep the rally going. In our core scenario, we believe they can do that.

Americas CIO View

By: David Bianco

Clear for landing: Coming in steep, adjusting monetary and fiscal thrusters