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The extraordinary savings of the Covid period are depleted now, except among the wealthy – who aren’t quick to spend. So, the economy gets no savings boost this year.
Officially published economic figures are regularly criticized, especially when it comes to China. Taking a look at corporate profits shows why.
News about price wars and company troubles in China are no reason for Western carmakers to sit back. Rather, they are harbingers of still more competitive times ahead.
By: Jason Chen, Dirk Schlüter
Fixed income returns in inverted yield curve environments
By: David Bianco
Exploring other schools of thought: All schools out for summer?
Lessons from the Brexit and other attempts at forecasting the perfect entry and exit points in stock markets
By: Björn Jesch
Our monthly market analysis and positioning
Artificial Intelligence could bring big productivity boosts across industries. Being able to reliably identify long-term winners and losers is a different matter altogether.
By: Matthias Schuckardt, Gunnar Friede, Peter Warken, Marco Kleweken, Jason Chen
Why we think there might still be excess savings left, even among U.S. households, to keep the global economy rolling for a little longer.
By: Björn Jesch, Martin Moryson
The Long-Term Inflation Prospects
By: Jason Chen, Maria Milina
Opportunities for investors
To be politically sustainable, transparency, inclusivity, and fairness must underpin further reforms in Greece, restoring confidence not just among foreign investors.
Artificial intelligence is likely to prove one of the most consequential developments to emerge during our professional lives as asset managers.
