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Altitude Sickness: Breathe, go slowly, stick to the big markers
By: Jason Chen, Dirk Schlüter
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?
By: Francis (Frank) J. Kelly
The AI Action Summit convenes in Paris, Trump meets with Indian Prime Minister Modi as Secretary of State Rubio meets with EU foreign ministers, and Powell goes to Capitol Hill.
By: Jason Chen, Christian Scherrmann, Dirk Schlüter
The return outlook for the next decade
Will the Trump Tariffs on Canada, Mexico, and China begin this week? Rubio Goes to Latin America, U.S. Senate confirmation hearings continue, and a big week for Central Banks.
Evolving Data Center Landscape in Asia-Pacific
New Year’s resolutions vs. classic fundamentals: Momentum vs. Valuations
By: Maria Milina
How investors could take advantage of the already big and exponentially growing AI market
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
