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Altitude Sickness: Breathe, go slowly, stick to the big markers
Though the medium-term growth outlook looks resilient, a stronger manufacturing sector is needed to create jobs.
By: Jason Chen, Dirk Schlüter
Germany has voted. Tackling the country’s big structural economic problems still looks like a daunting task.
Germany struggles on many fronts. This uncertainty could be exacerbated if we see protracted coalition negotiations following an inconclusive election result.
The bond market bathes in the positive sentiment
By: Vincenzo Vedda
Germany’s government fell in November. What new government will emerge now? Will it be able to tackle the country’s big structural economic problems? And what will it mean for German financial assets?
Progress on the energy transition and political commitments give cause for cautious optimism on Europe’s transformation.
To participate in the expected performance of the yellow precious metal, investments in physical gold and gold mining shares appear equally suitable
All forecasts at a glance
By: Jason Chen, Christian Scherrmann, Dirk Schlüter
The return outlook for the next decade
Industry desperately hopes for support from Brussels
Evolving Data Center Landscape in Asia-Pacific
Yields on U.K. sovereign bonds have surged to levels not seen since the Great Financial Crisis and the Sterling too is struggling
New Year’s resolutions vs. classic fundamentals: Momentum vs. Valuations
