Berlin’s undersold big reform package

Berlin’s 34‑point reform program could be a major success because it addresses a multitude of challenges. Patience might pay off for investors.

Frank Kelly’s Geopolitical Week Ahead | July 5, 2026

By: Francis (Frank) J. Kelly

Turkey hosts the NATO summit, Trump calls Putin to spark new Ukraine war peace talks, and Iran buries the Ayatollah.

Inflation risks on the horizon

Past El Niño episodes show agricultural prices can react late and unevenly. Nevertheless, the current risks need to be taken seriously.

Frank Kelly’s Geopolitical Week Ahead | June 28, 2026

By: Francis (Frank) J. Kelly

The U.S. and Iran negotiations suspended as fighting resumes, Japan’s prime minister goes to India, the first tri-lateral USMCA negotiations begin, and central bankers gather in Portugal

AI in 2026: growth and reality check

The AI universe continues to expand rapidly, and the list of beneficiaries is long. At the same time, potential risks are emerging, reinforcing our conviction in selective stock picking.

UK gilts follow global yield trends

Why UK yields are now driven more by global rates than domestic politics

High-yield bonds under a new rates regime

How risk, valuation and liquidity are evolving in credit markets

Frank Kelly Special | America’s 250th anniversary

By: Francis (Frank) J. Kelly

Hard work, grit, and a bright future ahead

Americas CIO View

Lift off: To those that boldly go!  

Europe gets moving

Europe’s infrastructure needs are no secret. What is changing is the pipeline of projects, public backing and room for private capital.

U.S. wage inflation is getting quieter

Normalization in leisure & hospitality – a signal for the broader U.S. labor market?

Frank Kelly Special | June 11, 2026

By: Francis (Frank) J. Kelly

What is going on with Congress’ efforts to pass a Housing Bill and a Crypto Bill?

The new energy system : Navigating the shift from molecules to electrons

By: Michael Lewis, Steffen Kutscher

German equities reversed amid geopolitical tensions

By: Hansjoerg Pack

After a resilient start to 2026, rising tensions in the Middle East drove elevated volatility across global markets, impacting equities, energy, and rates through the quarter.

Frank Kelly’s Geopolitical Week Ahead | June 7, 2026

By: Francis (Frank) J. Kelly

Iran and Israel re-escalate fighting while U.S.-Iran talks hit a wall, Xi Goes to North Korea, Peru presidential election too-close-to-call as Columbia readies for run-off vote, and central banks begin new struggle with rates