Germany – benefiting from low expectations

By: Björn Jesch

The economy of Europe's recent worst performer could catch up with the rest this year and support equities along the way.

German public investments too low

Debt brake is increasingly being called into question

German Federal Election 2021

By: Martin Moryson

More open than ever – But what will markets make of it?

Generative AI – a new iPhone moment in tech?

After a short break, the IT sector is on the rise again in 2023, not least thanks to Generative AI

From valuation risk to earnings risk

The danger of recession is more evident now in market valuations but not in earnings forecasts

From survival to revival

To be politically sustainable, transparency, inclusivity, and fairness must underpin further reforms in Greece, restoring confidence not just among foreign investors.

French recipes for a change

In markets as in politics, perceptions often matter more than electoral realities. That helps explain why markets got spooked by snap elections in France.

French elections - a noisy non-event

No clear winner. The worst might have been averted from a (European) perspective, while from a French perspective some uncertainty will persist until a government emerges.

Fires show the limits of climate adaptation

The economic impact of climate change is demonstrated by seeing, feeling and smelling wildfire smoke. Measuring and forecasting all their costs is a lot harder.

Financing solutions to drive Europe’s transformation

The upcoming Earth Day on April 22nd highlights how new instruments to protect the environment may also boost Europe’s industrial competitiveness.

Female Finance: the benefits of diversity

How and why we still need to do more to get more women into finance, encourage more women to invest and improve education about gender, diversity and finance.

Fed and Treasury won’t come to the rescue

The Fed stuck to its inflation-fighting script yesterday, pointing to other tools available for fighting market stress. Markets didn’t really appreciate it – but it does suit our script.

Exciting election – lame consequences?

By: Björn Jesch, Peter Doralt, Francis (Frank) J. Kelly

In coming months, markets might get unnerved, temporarily overpricing political risks.

European Transformation: Are we there yet?

Assessing progress towards reaching 2030 targets is essential for Europe’s future success. It also highlights the need for more investments and further policy action.

European Transformation – finally, Europe gets a makeover

Europe is embracing digitalization and renewable energy – This will require substantial investments