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全球展望2026

为全球大局变迁做好部

全球经济正在重新调整。这对投资者有何启示?请参阅我们的2026年投资展望报告。

Insights

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企业家精神

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?
可持续性

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...
金融市场

China: a tale of two realities

Rapid adoption of new technologies sees China economically leapfrogging its competitors worldwide, while US tariffs have created headwinds for its much-lauded integrated supply chain.
金融市场

Europe finds its footing

After several years battling headwinds in the form of low growth and inflation, amplified this year by US trade tariffs and a strengthening euro, the Eurozone enters 2026 with more stable economic prospects, thanks to a resilient labour market, lower interest rates and increased fiscal spending.

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