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The eighth topic in the series analyzes efforts to break the dollar's global dominance.
By: Björn Jesch
Our monthly market analysis and positioning
Supply Chain Diversification: Future Opportunities in ASEAN Market
In theme 7 of our series, we look at what the healthcare sector has to offer in times of lackluster economic data and falling interest rates.
Markets have recently been gripped by election fever. To identify potential opportunities, it's useful to examine the one major election this year that largely flew under investors' radar.
By: Michael Verhoeven, Maria Milina
Many similarities and a few nuances
By: Björn Jesch, Peter Doralt, Francis (Frank) J. Kelly
What to expect, as we head into the homestretch of another U.S. electoral nailbiter
The preconditions for a significant rise in prices are analyzed in the sixth issue of this series.
By: Steffen Kutscher, Otar Sarishvili, Annekathrin Mueller-Lohmann
Whitepaper #3: Standards, frameworks and tools relating to nature
China has steadily been moving up global value chains, not just in capital goods but also in related IT and services.
Last days to price best of all possibilities: Tough decisions after the elections
The fifth topic in this series highlights the potential opportunities offered to retail investors by the opening up of private markets, in infrastructure, among other things.
The fourth topic in this series examines where the crypto market is heading after the ETF hype
By: Maria Milina
From the margins to the mainstream
We use a USD150/t global carbon price to stress test the impact on traditional and ESG/climate equity indices, showing the potential advantages for insurance investors (in particular) to hedge their risks by switching into ESG/climate indices.
