Riding Red Ripples

The asset class implications of Donald Trump’s next term in office are becoming clearer

Frank Kelly’s Geopolitical Week Ahead | November 17, 2024

By: Francis (Frank) J. Kelly

President-elect Trump continues to name his Cabinet, the G20 meets in Brazil, the IAEA Board of Governors meet to discuss Iran’s nuclear program, and the 1000-day anniversary of Russia’s invasion of Ukraine.

Debt or Alive?

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.

10 Themes - #8: De-dollarization - vision or reality?

The eighth topic in the series analyzes efforts to break the dollar's global dominance.

Americas CIO View

Trump returns: Priorities are growth and winning

Frank Kelly’s Geopolitical Week Ahead | November 10, 2024

By: Francis (Frank) J. Kelly

Preparing for the 2nd Trump Presidency, Peru hosts the APEC Summit and Brazil hosts the G20 Leaders while a muted COP29 begins, and markets wait for a slew of major economic reports.

Markets won’t regret change of German government

Even if the global economic cycle and new U.S. policies might dominate markets in the short term, a change of government could provide new impetus for German equities.

Trump 2.0

Trump trade of recent weeks looks set to continue

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Frank Kelly’s Geopolitical Week Ahead | November 3, 2024

By: Francis (Frank) J. Kelly

The elections are finally here, and Washington is bracing for what the elections could bring. Frank Kelly discusses what to watch.

APAC CIO View

Supply Chain Diversification: Future Opportunities in ASEAN Market

10 Themes - #7: Defensive, innovative, growing: the healthcare sector

In theme 7 of our series, we look at what the healthcare sector has to offer in times of lackluster economic data and falling interest rates.

Political hot potatoes wherever you look

By: Björn Jesch

Markets have recently been gripped by election fever. To identify potential opportunities, it's useful to examine the one major election this year that largely flew under investors' radar.

November surprises

By: Björn Jesch, Peter Doralt, Francis (Frank) J. Kelly

What to expect, as we head into the homestretch of another U.S. electoral nailbiter

Frank Kelly’s Geopolitical Week Ahead | October 27, 2024

By: Francis (Frank) J. Kelly

We enter the final week of the U.S. election campaign season, Gaza peace negotiators try again to broker a cease-fire, and a big U.S. economic data week.