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By: David Bianco
2024 Outlook: Long live this faint cycle or bumps toward a new one?
By: Björn Jesch
Our monthly market analysis and positioning
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.
By: Michael Lewis, Steffen Kutscher, Otar Sarishvili, Dr. Yannik Bofinger
Whitepaper #1: Catching-up to climate
It would be premature to read too much into the tighter correlations post pandemic, not least given recent declines.
For two years Europe's small caps have been lagging blue chips, despite good earnings and very low valuations. This might change in 2024.
How and why we still need to do more to get more women into finance, encourage more women to invest and improve education about gender, diversity and finance.
As a relatively young asset class, cryptocurrencies, in our view, could be a valuable portfolio addition in an uncertain (rather than just a risky) world
Current plans for utilizing renewable energy as the most cost-effective solution to reduce greenhouse-gas emissions look set to shake up many established business models
How (not) to identify the long-term beneficiaries of artificial intelligence (AI) and other types of disruptive technologies.
CIO View Special
How moving towards a carbon-neutral and ecologically sustainable circular economy is not only natural but can also be profitable.
In theory, quality investing makes a lot of sense in an uncertain world. In practice, it takes a great deal of skill and effort.
India’s structural strengths – demography and democracy – are well known. Business-friendly politics, a thriving service sector and geopolitics add to the positive picture.
After a historically long dry spell, 2024 could become a good year for bonds. A resurgence of inflation remains a risk, but the high carry provides some security cushion – especially for corporate bonds.
