Opinion Leaders

Opinion Leaders

A new golden age?

25.04.2025 4 Min.

Gold is glittering – it has risen 25% since the start of the year, topping USD 3,300 per ounce on...

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Opinion Leaders

Why high-yield bonds remain attractive despite uncertainties

24.04.2025 4 Min.

Despite increased volatility since the beginning of the year, the economic basis of the high-yield market remains robust.

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Opinion Leaders

Between Regulation and Returns – Insights from the Healthcare Market

17.04.2025 10 Min.

While tariffs cause some concern, we believe the majority of healthcare companies have the capital, flexibility and margins to cope...

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Opinion Leaders

Can nature survive in a fragmenting world? 

15.04.2025 3 Min.

A fragmenting world makes ‘collective’ action on global environmental issues more difficult.

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Opinion Leaders

A question of trust

14.04.2025 4 Min.

A few months ago, the succession of record highs for US equities was headline news in the financial press. In...

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Opinion Leaders

The Mar-a-Lago plan: behind-the-scenes financial manoeuvring

04.04.2025 4 Min.

Rumours surrounding a "Mar-a-Lago plan" are fuelling global economic uncertainty. The expected upheavals could redefine markets and currencies.

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Opinion Leaders

Effects of tariff increases

04.04.2025 4 Min.

Some had scoffed at the term "Liberation Day" and called it "Demolition Day". They probably didn't think they were so...

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Opinion Leaders

Thank you Mr President

27.03.2025 4 Min.

Two months after the inauguration of the new US President, Europe has cause for celebration.

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Opinion Leaders

Value opportunities are emerging in Europe

25.03.2025 3 Min.

Europe faces a challenging macroeconomic backdrop. A complex geopolitical environment, risks of an energy crisis and the threat of being...

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Opinion Leaders

Chronicle of impermanence

21.03.2025 4 Min.

Even in the age of the most creative AIs, imagining Donald Trump as a Buddhist sage requires a fertile imagination.

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Opinion Leaders

European Credit Market: Banks vs. Industrials – What’s Happening?

19.03.2025 2 Min.

Recently, the European credit market has seen a change in how investor’s view banks compared to industrials, the companies that...

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Opinion Leaders

Wake-up call for Europe

17.03.2025 7 Min.

Growing uncertainty is shaking the global markets. While US equities are weakening, Europe is showing strength.

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Opinion Leaders

The infrastructure investment boom

11.03.2025 8 Min.

Surging infrastructure needs and private equity fundraising bodes well for listed infrastructure companies.

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Opinion Leaders

Fresh momentum in the biotech sector – good entry points

07.03.2025 6 Min.

The biotech sector began the year with renewed momentum. Acquisition announcements at the beginning of the year drew attention to...

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Opinion Leaders

In the US, the Overton window is wide open

05.03.2025 3 Min.

Also known as the window of discourse, the Overton window refers to the range of ideas and opinion that the...

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Opinion Leaders

Europe facing its destiny

03.03.2025 4 Min.

The European Union finally seems to be emerging from the doldrums and slowly starting to recover. A race to catch...

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Opinion Leaders

Rhinegold: a (cursed) treasure is rediscovered

28.02.2025 4 Min.

In Norse mythology, the Rhine holds a treasure: gold with magic properties, which confers immense power on those who own...

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Opinion Leaders

The driving forces that will define healthcare for investors in 2025

27.02.2025 8 Min.

A wave of high-value acquisitions and groundbreaking medical advancements is setting the stage for a pivotal year in healthcare.

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Opinion Leaders

What if we haven’t heard the last of US inflation?

21.02.2025 3 Min.

On Wednesday 12 February, the US CPI came in at +0.5% for January, upsetting markets.

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Opinion Leaders

Socrates and trade tariffs

19.02.2025 4 Min.

The opening salvo was quick to come. Faithful to the promises given at his inauguration, Donald Trump launched his trade...

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