Global CIO View

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.