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The eighth topic in the series analyzes efforts to break the dollar's global dominance.
Even if the global economic cycle and new U.S. policies might dominate markets in the short term, a change of government could provide new impetus for German equities.
Trump trade of recent weeks looks set to continue
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.
By: Michael Lewis, 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
