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By: Darwei Kung
A united OPEC and trade headlines
Volatile times ahead
Our monthly analysis and outlook on commodities
China has steadily been moving up global value chains, not just in capital goods but also in related IT and services.
The electrification of the global vehicle fleet is progressing – which poses serious challenges for traditional carmakers, not least European ones.
Can the recent policy measures save China’s growth target?
Expectations are high for the Party Congress. Companies and investors hope to get hints on potential Covid policy changes and support for the ailing real estate sector.
Growing supply led to significantly falling prices for solar modules
By: Elke Speidel-Walz
A more complex relationship with a global impact
Fully participating in a potential market recovery or staying cautious given the market nervousness? For combining both, the portfolio needs the right diversification
Carbon allowances are emerging as a fascinating new asset class. As Europe’s carbon market matures, it is starting to display distinct equity market correlations.
By: Björn Jesch
With inflation likely to remain sticky and unpredictable, both listed and non-listed real estate look like increasingly reasonable alternatives to other asset classes.
The bond sell-off and aggressive monetary policy allow for a new look at the segment
After a historically long dry spell, 2024 could become a good year for bonds. A resurgence of inflation remains a risk, but the high carry provides some security cushion – especially for corporate bonds.
Grains have often shown where commodities are heading
