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By: Vincenzo Vedda
As Europe and China are not really getting into their stride, it is once again up to the U.S. and above all its consumers to keep the rally going. In our core scenario, we believe they can do that.
All forecasts at a glance
In Theme #9 we look at the increasing cluster risks following Trump's election victory
By: Maria Milina, Murray Birt, Dirk Schlüter, Richard Marshall, Ruben Bos
The investment routes to express European Transformation
Many of Trump’s tax and spending promises made on the campaign trail will probably need to be scaled back to reflect the political, fiscal and economic realities.
The eighth topic in the series analyzes efforts to break the dollar's global dominance.
Trump returns: Priorities are growth and winning
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.
