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By: Björn Jesch
10 themes for the year ahead
The electrification of the global vehicle fleet is progressing – which poses serious challenges for traditional carmakers, not least European ones.
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.
China is experiencing a crisis of confidence, increasing the danger of all-out crisis. But our core scenario remains relatively positive as we also see important structural strengths.
Growing supply led to significantly falling prices for solar modules
Fully participating in a potential market recovery or staying cautious given the market nervousness? For combining both, the portfolio needs the right diversification
Carbon allowances are emerging as a fascinating new asset class. As Europe’s carbon market matures, it is starting to display distinct equity market correlations.
The bond sell-off and aggressive monetary policy allow for a new look at the segment
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.
Grains have often shown where commodities are heading
Supplementary capital - AT1 - gained unexpected notoriety this week. This may make banks position themselves more solidly even without regulatory pressure.
With its diverse strengths, Asia remains a global growth driver in our view. It is worth taking a look at the entire region, not least as a potential counterweight to the dominance of U.S. equities.
Trading on Monday continued where it ended on Friday. Where will it stop?
The latest order intake and production figures of the German industry seem discouraging at first glance. At second glance, things look less dire.
