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By: Björn Jesch
Our monthly market analysis and positioning
The coming months are likely to bring interesting opportunities for fixed income investors, as the longer-term prospects for fixed-interest assets continue to appear decent.
How (not) to identify the long-term beneficiaries of artificial intelligence (AI) and other types of disruptive technologies.
Largely unnoticed by many investors, innovative clusters are emerging, beyond Europe’s old industrial belts
By: Björn Jesch, Martin Moryson
The Long-Term Inflation Prospects
For now, there are good reasons for the Bank of Japan to remain fairly relaxed about any potential wage-price spiral.
German manufacturing is not doing as badly as it may seem
The recent gyrations of Indian small caps should not detract from the country’s equities longer term appeal.
India’s structural strengths – demography and democracy – are well known. Business-friendly politics, a thriving service sector and geopolitics add to the positive picture.
India's demographic advantages are well known. The government's capex offensive, expanding exports and the bond market’s opening are now also generating momentum for stock markets.
