Opinion Leaders

Opinion Leaders

Energy providers under pressure

16.04.2026 4 Min.

For a long time, energy providers were seen as the "elephants" of the economy – large and slow-moving. But the...

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Opinion Leaders

Middle East Crisis: Crypto as a strategic diversifier

16.04.2026 4 Min.

Liquidity and Security: Why Liquid Assets and Swiss Stability Matter in Times of Middle East Volatility.

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Opinion Leaders

Hormuz: the bottleneck and the supply chain

16.04.2026 4 Min.

It is not only ships laden with oil, gas or industrial products that pass through the Strait of Hormuz.

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Opinion Leaders

Stablecoins: Washington’s discreet asset

09.04.2026 4 Min.

Regulation, innovation, sovereignty: dollar-backed digital assets are emerging as a new instrument of US monetary power.

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Opinion Leaders

Technology Sector Out of Balance: Infrastructure Grows, Software Struggles

08.04.2026 3 Min.

The technology sector is currently moving in two clearly distinct directions.

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Opinion Leaders

Energy crisis

02.04.2026 5 Min.

Europe not as badly affected as other regions

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Opinion Leaders

TACO without flavour

01.04.2026 4 Min.

It subsequently gained widespread popularity among investors the following year, used to describe the US president’s numerous U-turns, notably on...

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Opinion Leaders

The central banks’ dilemma

27.03.2026 4 Min.

The surge in energy prices has quickly brought to mind a term synonymous with a highly unfavourable environment for the...

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Opinion Leaders

Emerging Markets – innovative and lucrative

26.03.2026 4 Min.

The weak U.S. dollar is helping many companies from emerging markets; their profits are rising. But the dollar is not...

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Opinion Leaders

India’s IT Sell Off

25.03.2026 4 Min.

Share Price Moves are not a macro-level Signal

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Opinion Leaders

A turbulent oil market

19.03.2026 4 Min.

The United States is awash with oil.

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Opinion Leaders

Where global economies sit in the AI stack

17.03.2026 4 Min.

U.S. companies still invest the most in artificial intelligence (AI) and dominate model development, but a lead in AI is...

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Opinion Leaders

The end of the equity rally for emerging markets?

16.03.2026 3 Min.

The geopolitical backdrop is reshaping recent market dynamics, yet fast-growing economies continue to benefit from strong structural advantages.

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Opinion Leaders

Nordic High Yield: 230 basis points more 

12.03.2026 4 Min.

While risk premiums in the European and American high-yield markets are close to historic lows, the north remains an outlier.

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Opinion Leaders

Beyond quality at any price

12.03.2026 6 Min.

The world has changed: disruption is now too pervasive for ‘Quality for Quality’s sake’ to remain a workable approach.

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Opinion Leaders

Medtech & Services 2026: Fundamental strength at attractive valuation

10.03.2026 6 Min.

The medtech & services sector entered 2026 with robust fundamentals. Following a period of heightened volatility in 2025, the segment...

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Opinion Leaders

Japan’s bond market: the end of interest rate rigidity 

05.03.2026 3 Min.

Japan's government bond market is undergoing a gradual, structural regime change: the recent rise in yields signals more than just...

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Opinion Leaders

Global nuclear explosion

05.03.2026 3 Min.

The atom explodes: the MarketVector Global Uranium and Nuclear Energy Infrastructure Index, which tracks nuclear-related stocks, has risen 123% in...

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Opinion Leaders

From innovation to value realization: The biotech market in a new phase 

25.02.2026 4 Min.

After several years characterized by elevated capital costs, valuation pressure and pronounced risk aversion, the environment has stabilized noticeably since...

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Opinion Leaders

AI and energy, a political issue

24.02.2026 4 Min.

With mid-term elections looming, rising electricity prices have become a major political issue in the United States.

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