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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.
金融市场

Is the US economy at a pivot point?

Trade friction and an extended government shutdown have skewed recent economic data. But next year, as tariff turbulence subsides, investment broadens and monetary policy eases, real GDP growth could accelerate, signalling the start of a new business cycle.
金融市场

Finding the right investment strategy: easier said than done

Successful investing isn't about beating the market or chasing the biggest gains. And if you steer clear of the most common mistakes, you've already won half the battle. Martin Weber, Senior Professor of Finance at the University of Mannheim, discusses investor psychology, risk profiles and...
金融市场

Adam Smith's invisible hand: an update

Adam Smith (1723-1790) was a key figure in the Scottish Enlightenment, whose work laid the foundations for modern economic thinking. How can we interpret his legacy in the context of modern markets?
金融市场

A history of tariffs - the flexible tool

Tariffs have evolved over time from being a way to fund governments to an instrument of geopolitical power. Understanding their impact is key to navigating today's investment environment.
Hyman Minsky, Professor, Levy Economics Institute of Bard College
金融市场

How the "Minsky moment" explains financial crisis

Hyman Minsky's maverick ideas about market cycles were disregarded in his lifetime. But they enjoyed a significant revival during the Great Recession of the mid 2000s, and may have even greater relevance today.
金融市场

The ESG debate

A look at Environmental, Social and Governance (ESG) investing has sparked debate for years: can it deliver meaningful financial returns while addressing pressing global challenges? And is it reshaping financial strategies - or simply reframing old ideas in new terms?
Aerial view of a bridge spanning a body of water, connecting a rugged, rocky landscape to a mountainous region.
金融市场

Private markets offer opportunities for investors with a long-term horizon

Both private equity and private debt can provide valuable diversification and risk-adjusted returns.

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