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Articles

Results: 106 Matches

01-Aug-25 Chart of the week

A truce between two trading giants

As the preliminary deal with the European Union shows, Trump’s trade policies increasingly look like solutions in search of non-existent problems.

Americas, Europe
27-Feb-26 Chart of the week

A sunny 2026 for the Australian dollar?

The Australian dollar currently has a wide range of monetary, economic and political factors on its side

Currencies, Monetary policy
06-Feb-26 Chart of the week

A precious-metals reality check

The latest sell off was a dramatic reminder that precious metals can move in bursts. Inflation adjusted prices are still at levels rarely seen in modern history.

Commodities
28-Jan-26 Equities

4th Quarter 2025 Market Update: German equities defied a poor economy

By: Hansjoerg Pack

Equities, Germany
12-Nov-25 Equities

3rd Quarter 2025 Market Update: Views on Germany

By: Hansjoerg Pack

Equities, Germany
22-Sep-25 10 Themes

10 themes for the year ahead

Which investment themes could be relevant for 2026? An overview of all 10 themes.

Multi Asset, Politics
17-Nov-25 10 Themes

10 Themes - #9: Diversification today

Planning scenarios, managing risks and seizing opportunities

Allocation, Multi Asset
10-Nov-25 10 Themes

10 Themes - #8: U.S. dollar under pressure, but that’s not the end

The greenback is caught between tactical shifts and structural anchoring.

Currencies
03-Nov-25 10 Themes

10 Themes - #7: Industrial policy in transition – from global to local

Governments are increasingly prioritizing resilience over efficiency, with far-reaching consequences for markets and companies

Macro
27-Oct-25 10 Themes

10 Themes - #6: Europe's rearmament is a project for decades

Europe's limited defense capabilities may remain so for some time. This is not a comforting realization, but it means funds could be flowing into the defense sector for a long time.

Europe
20-Oct-25 10 Themes

10 Themes - #5: Could Europe's demographics raise interest in stocks?

Europe’s pay-as-you-go pension system should be supplemented by a funded system. This could also help foster public financial literacy and support Europe's economy.

Demographics
13-Oct-25 10 Themes

10 Themes - #4: Digitalization meets sustainability

Our digital future is going to need a lot more energy than people think

Energy, ESG
06-Oct-25 10 Themes

10 Themes - #3: Stablecoins may have the potential to transform the payment infrastructure

Regulated euro stablecoins are emerging as benchmarks for efficiency, liquidity and institutional acceptance

Crypto currencies, Technology
29-Sep-25 10 Themes

10 Themes - #2: China as relative beneficiary of U.S. trade policy

No country is targeted by U.S. tariffs and sanctions as much as China. But China is also a country that seemed well prepared for Trump's second term. China's stock markets may be benefiting.

Emerging Markets
15-Dec-25 10 Themes

10 Themes - #10: Artificial Intelligence: too big for a one-pager

Surging investment, rapid innovation, and rising volatility – why AI is reshaping winners and losers, and how active selection may be key in what we think could be a boom, not a bubble.

Equities
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