Tales of the unexpected

Donald Trump’s electoral performance in both 2016 and 2020 suggests that returning to the White House is likely to prove an uphill struggle.

Strong performance for crypto currencies

Introduction of Bitcoin ETFs has given the segment a boost

Still waiting for U.S. labor market to turn

Last week's figures for the American job market covering non-farm payrolls were not a disaster, but they clearly point to a slowdown.

Still optimistic but with modest expectations

By: Björn Jesch

As Europe and China are not really getting into their stride, it is once again up to the U.S. and above all its consumers to keep the rally going. In our core scenario, we believe they can do that.

Still looking pretty good

By: Björn Jesch

The investment environment is not free of challenges. It never is. At the moment, there is a lot going for investors in our core scenario. The prerequisite, however, is that the AI investment boom doesn’t falter.

Small caps ready for a comeback

By: Björn Jesch

The magic of some mega cap stocks and the headwind of rising interest rates have had quite an impact on small caps since 2022. But the wind is slowly beginning to shift.

Reflation in Japan

By: Björn Jesch

Reasons to look at Japanese stocks

Japan's economy is up and running, companies are making money and increasingly thinking about shareholders, and now the recent slide in share prices may offer a better entry point.

Real estate – time to enter?

Higher yields have proven to be a formidable headwind for both residential and commercial properties, but fundamentals have generally been stalwart.

Quality: A guide for stock pickers

In theory, quality investing makes a lot of sense in an uncertain world. In practice, it takes a great deal of skill and effort.

Protest votes, the European way

Elections to the European Parliament are getting close. A quick overview on how they work and why it matters, even if the immediate market impact is likely to be limited.

Plenty of U.S. jobs, still too few takers

Never since the 1940s have so many U.S. job openings coincided with so few job seekers. This help explain why the Fed is likely to continue its hawkishly cautious stance.

Our forecasts

All forecasts at a glance

Our forecasts

All forecasts at a glance

Our forecasts

All forecasts at a glance