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Some U.S. households are clearly getting squeezed by higher interest rates. How much of a macroeconomic impact this will have is surprisingly tricky, however.
Many of Trump’s tax and spending promises made on the campaign trail will probably need to be scaled back to reflect the political, fiscal and economic realities.
Should investors in U.S. government bonds be worried about what a Trump election win would mean for their asset class? We see good reasons to expect yields to rise.
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
It would be premature to read too much into the tighter correlations post pandemic, not least given recent declines.
By: Björn Jesch
Critical technologies are being identified and promoted as deglobalization advances
In our view, German covered bonds offer an attractive yield pick-up over German government bonds
A look at underlying inflation components shows a mixed picture. The U.S. Federal Reserve (Fed) is right to be patient.
How moving towards a carbon-neutral and ecologically sustainable circular economy is not only natural but can also be profitable.
10 themes for the year ahead
China has steadily been moving up global value chains, not just in capital goods but also in related IT and services.
The electrification of the global vehicle fleet is progressing – which poses serious challenges for traditional carmakers, not least European ones.
Can the recent policy measures save China’s growth target?
Expectations are high for the Party Congress. Companies and investors hope to get hints on potential Covid policy changes and support for the ailing real estate sector.
News about price wars and company troubles in China are no reason for Western carmakers to sit back. Rather, they are harbingers of still more competitive times ahead.
