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Lower inflation gives Europe’s monetary authorities room to cut
By: Jason Chen, Maria Milina, Robert Bush
Assessing progress towards reaching 2030 targets is essential for Europe’s future success. It also highlights the need for more investments and further policy action.
German manufacturing is not doing as badly as it may seem
By: Björn Jesch
Our monthly market analysis and positioning
Since the financial crisis the Swiss currency has trended relentlessly higher against the euro. But recently the first signs of weakness have appeared
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
Strong performance of the "Magnificent Seven" has pushed value stocks into the background - wrongly so?
The coming months are likely to bring interesting opportunities for fixed income investors, as the longer-term prospects for fixed-interest assets continue to appear decent.
The recent gyrations of Indian small caps should not detract from the country’s equities longer term appeal.
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.
No economic slump, falling inflation and the first interest rate cuts. Not a bad environment for capital investments, especially bonds. AI must deliver soon for equities.
All forecasts at a glance
By: Jason Chen, Christian Scherrmann, Dirk Schlüter
The return outlook for the next decade
By: David Bianco
New S&P 500 target of 5300: A.I. lives and it needs food and shelter
