Looking ahead: Our forecasts for 2025
By: David Bianco
Companies are preparing for a recession: How about you?
After a short break, the IT sector is on the rise again in 2023, not least thanks to Generative AI
Largely unnoticed by many investors, innovative clusters are emerging, beyond Europe’s old industrial belts
“Big was beautiful” in the U.S. – European stocks chased U.S. big caps for the longest time
Remain relatively cheap, investors stay cautious – wrongly so, as we believe
Washer set to deep clean: Beware alternating rotations, drain could reopen
