Aktuelle Analysen & Einblicke
China’s trade thrives beyond the U.S.
Chart of the week
Despite falling U.S. demand, China’s exports grew—thanks to emerging markets. But transshipment clauses in Asian countries’ trade deals with the U.S. may pose risks.
Investment Traffic Lights
Monatliche Analyse
The monthly Investment Traffic Lights provide a detailed market analysis and our view on developments in the main asset classes.
A truce between two trading giants
Analyse
Despite recognizable parallels with developments under the 1985 Plaza Accord, concerns about a very rapid and excessive decline in the U.S. dollar seem exaggerated.
Trade war averted
Einblicke
Less uncertainty at the price of higher tariffs.
Weakening dollar, the start of a trend?
Marktanalyse
Despite recognizable parallels with developments under the 1985 Plaza Accord, concerns about a very rapid and excessive decline in the U.S. dollar seem exaggerated.
Brave new energy world
Globale Finanzmärkte
The changing balance of power between the world’s leading oil producers helps explain some of the recent oddities happening in global financial markets.
Food for thought
CROCI Outlook
This year’s flagship CROCI Outlook report explores whether we’re on the cusp of a comeback for Value investing after a decade dominated by Growth.
Dividends and Inflation – Let’s Get Real...
Investitionsstrategien
In this paper, the first of a series of four, we will look at the relationship between dividends and inflation over the last twenty years.
Nature-focused regulations start to get serious
Whitepaper #1: Catching-up to climate
Ein erster Einblick in die regulatorischen Entwicklungen im Bereich der naturbasierten Investitionen.
A strategic appraisal of climate index investing
Alternatives
Investing in a ‘brave’ new world.
Igniting European transformation
Transformation guided by a northern light
Einblicke in die treibenden Kräfte und Chancen der Transformation in Europa.
How asset managers can support female investment trends
From the margins to the mainstream
Eine Untersuchung, wie Vermögensverwalter weibliche Investitionstrends fördern und unterstützen können.
