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By: Vincenzo Vedda
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
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.
The eighth topic in the series analyzes efforts to break the dollar's global dominance.
Trump returns: Priorities are growth and winning
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.
