Electrifying growth

How data storage, processing and retrieval are reshaping Europe’s economic geography – and what the rest of the world can learn from the old continent’s experience.

Artificial Intelligence- Investing in AI innovation leaders

By: Maria Milina, Jason Chen

Artificial Intelligence (“AI”) is reshaping our world, with the potential to add trillions to global economic growth. In this paper, we explore the opportunities for investors to capture transformative opportunities of AI.

APAC CIO View

By: Ivy-sw Ng, Tommy Law

Same Consumption Downgrade, Divergent Paths Ahead for China and Japan

Bloomberg Commodity Index looks soft

Grains have often shown where commodities are heading

The last emissions cuts better be the deepest

Based on current trajectories, Europe’s 2030 greenhouse-gas-emission ambitions are in jeopardy. To meet its targets, Europe needs to dial up decarbonization efforts.

Yen to dollar at its weakest level since 1986

Short-term we see only a small chance of a sustainable countermove

Is Mr. Market Apolitical? Not quite

By: Maria Milina, Robert Bush, Jason Chen, Johannes Müller

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.

After the June cut: what’s ahead for ECB rates

The ECB cut its policy rates in June, as expected. But that does not mean that the Frankfurt- based central bank will cut again in July.

APAC CIO View

By: Ivy-sw Ng, Tommy Law

China’s Journey to Expand EV Exports

Exciting election – lame consequences?

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

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

Americas CIO View

By: David Bianco

U.S. Elections 2024 & Fiscal Repair: Taxes, tariffs or a third choice?

Two years of yield curve inversion in the U.S.

Recession looks likely to be avoided this time

Despite recent volatility, corporate bonds are likely to continue benefiting from solid demand

By: Björn Jesch

Corporate bonds are currently in high demand. Despite already expensive spreads, in our opinion there is no trend reversal to be feared due to a healthy environment.

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.