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Prospettive globali 2026

Posizionamento in vista di un cambiamento dell'equilibrio globale

L'economia globale sta assistendo a una ridefinizione degli equilibri. Che impatto ha tutto ciò per le investitrici e gli investitori? Scopritelo nelle nostre Prospettive globali 2026.

Market view

I nostri esperti monitorano e analizzano costantemente settori, mercati e società. Le analisi fondate e le valutazioni di mercato elaborate offrono una solida base per decisioni di investimento ponderate. Non perdetevi le nostre periodiche informazioni di mercato per restare sempre aggiornati.

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Swiss growth subdued as holidays mute markets

Swiss economic growth remained modest in the fourth quarter, with full-year output still expanding at a rate below its long-term trend despite activity standing well above pre-pandemic levels, according to figures released on Monday. Swiss and European equity markets were little moved in thin...
Investor
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Japan avoids recession as markets tread water

Japanese equities edged lower at the start of the week after data showed the economy returned to minimal growth in the fourth quarter, narrowly sidestepping a technical recession but falling short of market expectations. Trading across Asia was subdued with several major markets closed for...
Falling market
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AI concerns weigh on stocks, precious metals slip

Renewed worries about whether heavy spending on artificial intelligence will ultimately pay off for major tech companies dragged US equity indices lower on Thursday and spilled over into Asian markets at the end of the week. The pressure on AI-linked names was underscored by double‑digit losses...
US labour market report newspaper
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US jobs data cloud outlook for growth

Stronger-than-expected US employment figures on Wednesday initially signalled resilient momentum in the world’s largest economy, but hefty downward revisions to last year’s job creation painted a more subdued picture for the labour market and future growth. US equities finished Wednesday’s...

Insights

Con i nostri "Insights" desideriamo intrattenervi, ispirarvi, sorprendervi e informarvi. Autori esterni e interni redigono interessanti contributi nei settori economia e finanza come pure arte e società. Date un'occhiata.

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Investment strategy

Why mobility is critical for megacities - today and tomorrow

In our densely packed urban centres, transport is the backbone of the economy and everyday life, but it needs to become more efficient, sustainable, and inclusive.
Investment strategy

CapEx - beyond AI

Capital expenditure (CapEx) on long‑term assets like buildings, machinery, vehicles, and technology has been strong for AI-linked investments. But are there CapEx opportunities beyond AI?
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Entrepreneurship

Disruptive innovation: between euphoria and disappointment

When new technologies emerge, euphoria and disappointment are never far behind. The success of an innovative technology is rarely predictable. What can investors do to manage risk while still participating in the success of genuine innovation?
Sustainability

Reasons to be positive after COP30

Most headlines focussed on the all-night negotiations that ended the latest UN climate change conference in Belém. When dawn broke over Brazil on the final day of COP30, it seemed as if a deal was out of reach. Several delegates were poised to abandon the talks when the chief Saudi negotiator...

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