10 themes for the year ahead

Which investment themes could be relevant for 2025 and beyond? An overview of all 10 themes.

Goodbye inflation, hello unemployment

With its decision to cut rates by 50 basis points, the Fed gives the labor market priority over inflation

U.S. Economic Outlook

By: Christian Scherrmann

Time has come to engineer that soft landing.

Chinese electric cars are in the fast lane

The electrification of the global vehicle fleet is progressing – which poses serious challenges for traditional carmakers, not least European ones.

The ECB seems increasingly confident

There are good reasons European monetary policymakers appear increasingly confident of reaching their inflation target of 2% again in the not-too-distant future.

China dominates the expansion of solar capacity

Growing supply led to significantly falling prices for solar modules