Opinion Leaders

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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