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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.
Comparing the impact on traditional and ESG equity indices
The third theme in our series examines how investors could take advantage of the already big and exponentially growing AI market
Limiting temperature increases to 1.5-2.0 Celsius degrees is not an elusive dream if the growth rates in investments into energy transition of the last five years can be maintained.
By: Ivy-sw Ng, Tommy Law
Asia’s Critical Role in the Semiconductor Value Chain
Who stands to benefit from the yield-curve steepening in Treasuries and Bunds?
By: Jay Joshi
Financing climate transition plans
The aging trend in the coming years poses massive challenges for society. How will this affect the capital markets?
By: Björn Jesch
Which investment themes could be relevant for 2025 and beyond? An overview of all 10 themes.
