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A bridge spans the water in a hilly landscape by the sea.
投資戦略

Recession fears recede, but geopolitics looms large

The global economy has shown remarkable resilience this year, however inflation remains higher than expected, which has led to a re-evaluation of interest-rate forecasts. Turbulence in geopolitics will likely continue, posing difficulties for both financial markets and the world's economy.
Close-up of a man, chin resting on his hand, with a computer screen reflected in his glasses.
投資戦略

Imagining multiple futures

Even Nostradamus might hesitate to make predictions about the future in today's dramatically disrupted world.
People are walking down a city street in front of a large building with columns and US flags.
投資戦略

Are bond proxies still attractive?

Equities that behave like bonds remain interesting investments - even in a higher-for-longer interest-rate environment. If interest rates start dropping, their popularity could soar.
A person wearing a neoprene suit, swimming cap and goggles is swimming in open water at sunrise
投資戦略

Investing in good health and well-being

Why the UN's Sustainable Development Goal No 3 offers a roadmap for corporate growth and profitability.
Eine Person steht auf einem Berg und blickt bei Sonnenuntergang in die Ferne.
投資戦略

Beyond the horizon: a five-year capital markets outlook

Even investors with long-term goals can focus too closely on the present and miss opportunities that only develop over time. While it's particularly hard to predict the future in times like these, we can identify investment themes like sustainability and technological innovation that will drive...
Man and woman, both senior citizens, dancing in a park
投資戦略

Changing demographics offer investment opportunities

As the global population ages, retirees will need better health and social care options, more assisted-living housing, and flexible retirement solutions. That's good news for investors.
Bird's eye view of natural water and ice streams
投資戦略

Sustainable private finance for a greener, cleaner world

Battling climate change via the energy transition will cost trillions. But where will the financing come from? With government budgets stretched to the limit, there are excellent opportunities for private investors to help the world - and themselves.
A German flag flies, behind it, ship cranes stand in a German harbour at dusk.
投資戦略

Can the German economy start growing again?

Once the engine of European economic growth, Germany's stuttering economy reflects fiscal risk aversion, energy challenges, and insufficient digital flexibility. Yet a strong industrial core, a growing green tech sector, and falling inflation all hold out hope for a longer-term recovery.
Four young men with identical red jackets, headphones and consoles stare intently at their screens
投資戦略

Gaming grows up

Thanks to rapid digitalisation and spectacular 4K graphics, gaming is no longer a niche business. In fact, the gaming industry generates more revenue than the music and film businesses combined.

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