Tales of the unexpected

Donald Trump’s electoral performance in both 2016 and 2020 suggests that returning to the White House is likely to prove an uphill struggle.

Strong performance for crypto currencies

Introduction of Bitcoin ETFs has given the segment a boost

Still waiting for the U.S. election results.

Fiscal stimulus is likely to be more limited than under a Democratic landslide

Still optimistic but with modest expectations

By: Björn Jesch

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.

Still looking pretty good

By: Björn Jesch

The investment environment is not free of challenges. It never is. At the moment, there is a lot going for investors in our core scenario. The prerequisite, however, is that the AI investment boom doesn’t falter.

Step by step, uncertain direction

By: Björn Jesch

We do not expect a bad investment year. But the all-important development of interest rates and inflation could continue to cause surprises.

Small caps ready for a comeback

By: Björn Jesch

Critical technologies are being identified and promoted as deglobalization advances

Rising ESG bond volumes offer opportunities

By: Björn Jesch

Sustainable bonds have become an integral part of the global investment universe. In addition to the chance to diversify they might also offer investors the opportunity to outperform.

Reflation in Japan

By: Björn Jesch

Real estate – time to enter?

Higher yields have proven to be a formidable headwind for both residential and commercial properties, but fundamentals have generally been stalwart.

Reaching Net Zero remains possible

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.

Quality: A guide for stock pickers

In theory, quality investing makes a lot of sense in an uncertain world. In practice, it takes a great deal of skill and effort.

Protest votes, the European way

Elections to the European Parliament are getting close. A quick overview on how they work and why it matters, even if the immediate market impact is likely to be limited.

Political hot potatoes wherever you look

By: Björn Jesch

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.

Plenty of U.S. jobs, still too few takers

Never since the 1940s have so many U.S. job openings coincided with so few job seekers. This help explain why the Fed is likely to continue its hawkishly cautious stance.