Opinion Leaders

Opinion Leaders

Quantum Threat: The Race Is Already Underway

15.10.2026 3 Min.

Digital assets are secure today. But the threat must still be taken seriously.

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Opinion Leaders

Japanese equities: From re-rating to earnings growth

14.10.2026 3 Min.

The rehabilitation of corporate Japan has been under way for more than a decade. Returns on equity have improved materially...

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Opinion Leaders

Markets overestimate European political risk 

14.10.2026 4 Min.

The recent sharp widening of the French-German yield spread – a much-discussed development – brought with it a new phenomenon:...

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Opinion Leaders

Germany: recovery under way

08.10.2026 3 Min.

One year after the launch of the massive multiannual spending plan on defence and infrastructure, the German economy is recovering.

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Pe scarcity economy: owning the bottlenecks of global growth

06.10.2026 8 Min.

The world economy may have abundant capital and technology. However, the lack of physical resources could hinder global growth.

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Opinion Leaders

Nordic Small Caps: More Attractive Than They’ve Been in a Long Time

30.09.2026 8 Min.

After years of underperformance, valuations of Nordic small-cap stocks have fallen significantly. Sweden, in particular, is coming into focus with...

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Market breadth is declining – stock picking instead of index investing

30.09.2026 4 Min.

Rising interest rates on one hand, rising corporate earnings on the other – in the equity market, opportunity and risk...

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Opinion Leaders

The German paradox

29.09.2026 3 Min.

After setbacks in several Länder, Friedrich Merz’s CDU – the keystone of the coalition in power – emerged weakened, casting...

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Star Wars in solar energy

24.09.2026 3 Min.

The space sector is currently largely dominated by the United States, thanks in particular to SpaceX. But China could soon...

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Opinion Leaders

How China’s tech industry became too big to overlook

24.09.2026 4 Min.

A wave of blockbuster US listings has kept equity markets busy in the technology sector this year.

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Europe’s small & mid caps

24.09.2026 6 Min.

Opportunities remain intact in a new investment era

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Opinion Leaders

The PISA Tower

17.09.2026 4 Min.

The initial results of the latest PISA survey, which measures the ability of 15-year-old pupils to apply their knowledge in...

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Opinion Leaders

BoJ set for next interest rate rise – Japan’s stock market in the new monetary policy environment

15.09.2026 3 Min.

The Bank of Japan is expected to raise its key interest rate by 25 basis points to 1.25 per cent...

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AI stock market bubble: The warning signs are mounting

11.09.2026 4 Min.

Financial bubbles are fuelled by compelling narratives, abundant liquidity and the belief that ‘this time is different’.

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Gas alert

09.09.2026 4 Min.

Gas prices in Europe are soaring: at nearly 74 euros per MWh as of 2 September , they are at...

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Power Grids Are at Their Limit

07.09.2026 4 Min.

Reindustrialization, electrification, and AI data centers are driving demand. Opportunities range from semiconductors and cables to power generation and battery...

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France: The markets in the countryside

04.09.2026 3 Min.

The political season is still ahead of us, the final cast of the presidential election is far from being fixed,...

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Central banks caught in a dilemma: The oil shock keeps inflation elevated

28.08.2026 6 Min.

Data continue to point to an environment where growth is improving but remains below par, supported by resilience in manufacturing.

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At a crossroads for interest rates

25.08.2026 4 Min.

The French OAT has risen above 4% for the first time since 2009, the US 30-year yield is at its...

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Opinion Leaders

The renaissance of hybrid bonds

24.08.2026 4 Min.

Driven by rapid internationalisation and robust issuance volumes, the corporate hybrid debt market is moving up to a new level.

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