10 Themes - #6: A Commodity Supercycle?

The preconditions for a significant rise in prices are analyzed in the sixth issue of this series.

Frank Kelly’s Geopolitical Week Ahead | October 20, 2024

By: Francis (Frank) J. Kelly

This will be an extremely busy and particularly important week, both geopolitically and for global markets.

Chinese stimulus likely won’t boost German exports

China has steadily been moving up global value chains, not just in capital goods but also in related IT and services.

Americas CIO View

Last days to price best of all possibilities: Tough decisions after the elections

10 Themes - #5: Democratizing the capital market

The fifth topic in this series highlights the potential opportunities offered to retail investors by the opening up of private markets, in infrastructure, among other things.

The corporate green bond renaissance

By: Michael Lewis, Jay Joshi

Financing climate transition plans

10 Themes - #4: Crypto Love

The fourth topic in this series examines where the crypto market is heading after the ETF hype

By: Maria Milina, Michael Lewis

From the margins to the mainstream.

China’s rescue mission

Can the recent policy measures save China’s growth target?

10 Themes - #3: AI: Billion-dollar questions

The third theme in our series examines how investors could take advantage of the already big and exponentially growing AI market

Frank Kelly’s Geopolitical Week Ahead | September 29, 2024

By: Francis (Frank) J. Kelly

Hezbollah’s leader Nasrallah is dead leaving markets and world leaders asking, “What happens now?” The U.S. vice presidential candidates to debate as U.S. dockworkers prepare to strike, and Mexico inaugurates a new president.

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.

APAC CIO View

By: Ivy-sw Ng, Tommy Law

Asia’s Critical Role in the Semiconductor Value Chain

10 Themes - #1: Changing demographics

The aging trend in the coming years poses massive challenges for society. How will this affect the capital markets?

10 themes for the year ahead

By: Björn Jesch

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