10 themes for the year ahead
Recession looks likely to be avoided this time
Debt brake is increasingly being called into question
By: Christian Scherrmann
Why the Fed will cut rates – sooner or maybe later.
Lower inflation gives Europe’s monetary authorities room to cut
By: Björn Jesch
Strong performance of the "Magnificent Seven" has pushed value stocks into the background - wrongly so?
The recent gyrations of Indian small caps should not detract from the country’s equities longer term appeal.
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.
