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We believe that artificial intelligence will continue to drive the markets in 2026 – both positively and negatively. Its possibilities remain exciting. But investors will become more selective.
As the preliminary deal with the European Union shows, Trump’s trade policies increasingly look like solutions in search of non-existent problems.
The Australian dollar currently has a wide range of monetary, economic and political factors on its side
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.
By: Hansjoerg Pack
Which investment themes could be relevant for 2026? An overview of all 10 themes.
Planning scenarios, managing risks and seizing opportunities
The greenback is caught between tactical shifts and structural anchoring.
Governments are increasingly prioritizing resilience over efficiency, with far-reaching consequences for markets and companies
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’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.
Our digital future is going to need a lot more energy than people think
Regulated euro stablecoins are emerging as benchmarks for efficiency, liquidity and institutional acceptance
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.
