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By: Maria Milina
How investors could take advantage of the already big and exponentially growing AI market
The bond market sees the convergence of Chinese and Japanese yields as a warning of potential 'Japanization' in China
With European growth expectations for 2025 now already subdued, it is hard to imagine further bad news catching prognosticators by surprise.
For the last of our “10 themes for the year ahead,” we let our thoughts run free. We look at events that are outside our core scenario and sometimes quite radical. The market reactions too could be surprising.
The rise in women’s wealth is reshaping finance. Germany shows how asset managers can play key roles in increasing their market participation to bridge gender inequality.
By: Maria Milina, Michael Lewis, Murray Birt, Dirk Schlüter, Richard Marshall, Ruben Bos
The investment routes to speed up European Transformation
By: Jason Chen
Evaluating the use of European high yield within an investment portfolio
By: Maria Milina, Jason Chen
Artificial Intelligence (“AI”) is reshaping our world, with the potential to add trillions to global economic growth. In this paper, we explore the opportunities for investors to capture transformative opportunities of AI.
By: Ivy-sw Ng
The Chinese Property Market in Flux
By: David Bianco
Surging AI capex: Macro implications of its size and return on investment?
By: Jason Chen, James Kole
How the price and yield relationship is impacted for issuer callable bonds
By: Robert Bush, Jay Joshi, Alicia Ansorg
In this paper, the first of a series of four, we will look at the relationship between dividends and inflation over the last twenty years
By: Björn Jesch
Strong performance of the "Magnificent Seven" has pushed value stocks into the background - wrongly so?
The magic of some mega cap stocks and the headwind of rising interest rates have had quite an impact on small caps since 2022. But the wind is slowly beginning to shift.
New S&P 500 target of 5300: A.I. lives and it needs food and shelter
