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It would be premature to read too much into the tighter correlations post pandemic, not least given recent declines.
For two years Europe's small caps have been lagging blue chips, despite good earnings and very low valuations. This might change in 2024.
By: Björn Jesch
CIO View Special
How and why we still need to do more to get more women into finance, encourage more women to invest and improve education about gender, diversity and finance.
How moving towards a carbon-neutral and ecologically sustainable circular economy is not only natural but can also be profitable.
As a relatively young asset class, cryptocurrencies, in our view, could be a valuable portfolio addition in an uncertain (rather than just a risky) world
Current plans for utilizing renewable energy as the most cost-effective solution to reduce greenhouse-gas emissions look set to shake up many established business models
How (not) to identify the long-term beneficiaries of artificial intelligence (AI) and other types of disruptive technologies.
With its diverse strengths, Asia remains a global growth driver in our view. It is worth taking a look at the entire region, not least as a potential counterweight to the dominance of U.S. equities.
In theory, quality investing makes a lot of sense in an uncertain world. In practice, it takes a great deal of skill and effort.
India’s structural strengths – demography and democracy – are well known. Business-friendly politics, a thriving service sector and geopolitics add to the positive picture.
After a historically long dry spell, 2024 could become a good year for bonds. A resurgence of inflation remains a risk, but the high carry provides some security cushion – especially for corporate bonds.
Higher yields have proven to be a formidable headwind for both residential and commercial properties, but fundamentals have generally been stalwart.
Some U.S. households are clearly getting squeezed by higher interest rates. How much of a macroeconomic impact this will have is surprisingly tricky, however.
How optimistic can we be about investments in 2024 if the year starts with a recession? We can to some extent because our forecasts focus on the end of the year.
