That latest debt-ceiling drama

By: Björn Jesch

We remain confident that a small deal can get struck in time, paving the way for more deals later

Taxing finances, middling politics

By: Björn Jesch

Look beyond partisan finger pointing. When it comes to U.S. fiscal policy, policymakers are already starting to adjust to the swiftest rate hiking cycle in living memory.

Tales of the Unexpected

Inflation looks set to remain quite sticky, with more interest rate hikes to come. This makes for a rather challenging environment for many risky assets.

Tales of the unexpected

Donald Trump’s electoral performance in both 2016 and 2020 suggests that returning to the White House is likely to prove an uphill struggle.

Strong performance for crypto currencies

Introduction of Bitcoin ETFs has given the segment a boost

Still waiting for the U.S. election results.

Fiscal stimulus is likely to be more limited than under a Democratic landslide

Still optimistic but with modest expectations

By: Björn Jesch

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.

Still looking pretty good

By: Björn Jesch

The investment environment is not free of challenges. It never is. At the moment, there is a lot going for investors in our core scenario. The prerequisite, however, is that the AI investment boom doesn’t falter.

Step by step, uncertain direction

By: Björn Jesch

We do not expect a bad investment year. But the all-important development of interest rates and inflation could continue to cause surprises.

Small caps ready for a comeback

By: Björn Jesch

Critical technologies are being identified and promoted as deglobalization advances

Rising ESG bond volumes offer opportunities

By: Björn Jesch

Sustainable bonds have become an integral part of the global investment universe. In addition to the chance to diversify they might also offer investors the opportunity to outperform.

Riding Red Ripples

The asset class implications of Donald Trump’s next term in office are becoming clearer

Reflation in Japan

By: Björn Jesch

Real estate – time to enter?

Higher yields have proven to be a formidable headwind for both residential and commercial properties, but fundamentals have generally been stalwart.

Reaching Net Zero remains possible

Limiting temperature increases to 1.5-2.0 Celsius degrees is not an elusive dream if the growth rates in investments into energy transition of the last five years can be maintained.