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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.
By: David Bianco
Surging AI capex: Macro implications of its size and return on investment?
Debt brake is increasingly being called into question
By: Christian Scherrmann
Why the Fed will cut rates – sooner or maybe later.
By: Björn Jesch
Our monthly market analysis and positioning
A look at underlying inflation components shows a mixed picture. The U.S. Federal Reserve (Fed) is right to be patient.
By: Francis (Frank) J. Kelly
Congress is back to work, but what do they have left to do in 2024? And will Speaker Johnson lose his job?
Lower inflation gives Europe’s monetary authorities room to cut
Assessing progress towards reaching 2030 targets is essential for Europe’s future success. It also highlights the need for more investments and further policy action.
German manufacturing is not doing as badly as it may seem
Since the financial crisis the Swiss currency has trended relentlessly higher against the euro. But recently the first signs of weakness have appeared
Strong performance of the "Magnificent Seven" has pushed value stocks into the background - wrongly so?
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.
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.
