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Alternative assets in general, and European infrastructure in particular, may help returns and diversification potential to an investor’s asset portfolio and support European Transformation.
For the last of our “10 themes for the year ahead,” we let our thoughts run free. We look at events that are outside our core scenario and sometimes quite radical. The market reactions too could be surprising.
China Fiscal Stimulus
The rise in women’s wealth is reshaping finance. Germany shows how asset managers can play key roles in increasing their market participation to bridge gender inequality.
By: Vincenzo Vedda
Our monthly market analysis and positioning
Trade conflicts are likely to prove a defining feature of the next Trump presidency
Even after the Fed's first rate cut, the momentum of cash inflows remains high
As Europe and China are not really getting into their stride, it is once again up to the U.S. and above all its consumers to keep the rally going. In our core scenario, we believe they can do that.
All forecasts at a glance
In Theme #9 we look at the increasing cluster risks following Trump's election victory
By: Maria Milina, Michael Lewis, Murray Birt, Dirk Schlüter, Richard Marshall, Ruben Bos
The investment routes to express European Transformation
Valuation under Trump: Optimism, scenarios, segmentation, flexible forecasts
The asset class implications of Donald Trump’s next term in office are becoming clearer
Many of Trump’s tax and spending promises made on the campaign trail will probably need to be scaled back to reflect the political, fiscal and economic realities.
