Opinion Leaders

Opinion Leaders

When politics turns pro-market: Latin America’s reform dividend

24.02.2026 4 Min.

A significant political shift towards economic orthodoxy is underway in Latin America, with electorates choosing right-of-centre governments to try and...

Read more

Opinion Leaders

Winner of Europe’s Rearmament: Defense Electronics

19.02.2026 4 Min.

European defence stocks have performed strongly. They are no longer cheap, yet valuations still reflect conservative assumptions, pricing in the...

Read more

Opinion Leaders

Back to reality 

13.02.2026 3 Min.

The year 2026 got off to a flying start, buoyed by optimism bordering on euphoria.

Read more

Opinion Leaders

Gold in a frenzy – how long will it last?

13.02.2026 4 Min.

Gold rushed from record high to record high in 2025. The new year also started well, but then the price...

Read more

Opinion Leaders

Affordability, America’s Achilles’ Heel

12.02.2026 4 Min.

In an economy that remains wealthy yet increasingly fragmented, purchasing power has become Washington’s primary test.

Read more

Opinion Leaders

Doctor Gold and Mister Treasuries 

28.01.2026 4 Min.

Since the mid-1990s, US sovereign bonds have become the most widely held asset in global reserves, dethroning the previous leader:...

Read more

Opinion Leaders

The Globe – Global Outlook 2026

28.01.2026 3 Min.

A Prolonged Global Economic Cycle underpins a Constructive Market Scenario

Read more

Opinion Leaders

J.P. Morgan Healthcare Conference

26.01.2026 6 Min.

Signals for a re-rating of the sector are gaining momentum

Read more

Opinion Leaders

Emerging and frontier markets: Super cycle redux

26.01.2026 5 Min.

2025 marked the first year that emerging markets outperformed the US since 2017. Long-term believers hope this will mark a...

Read more

Opinion Leaders

European cement industry on the way from laggard to return generator

23.01.2026 3 Min.

European cement is emerging from decades of oversupply as carbon-credit phaseouts raise production costs and tighten supply. Coupled with rising...

Read more

Opinion Leaders

Logistics – how trends shape an industry

22.01.2026 4 Min.

Numerous technological innovations are coming together in the logistics sector and changing it. How far-reaching the changes are and how...

Read more

Opinion Leaders

Outlook 1st half 2026: Focus and discipline

20.01.2026 7 Min.

The year 2025 confirmed a global soft-landing scenario, albeit at the cost of persistent imbalances across major economic regions.

Read more

Opinion Leaders

AI spend is paying off for big tech

15.01.2026 2 Min.

Big tech’s AI push seems to be paying off as AI is being woven into products people already use, such...

Read more

Opinion Leaders

Small & Midcaps: powerful lever in a shifting monetary environment

13.01.2026 4 Min.

A decline in the cost of capital will reopen initial public offering windows and stimulate merger and acquisition activity.

Read more

Opinion Leaders

Mirror, mirror on the wall, who is the fairest now?

07.01.2026 4 Min.

Powered by TikTok and rapid innovation, K-beauty is emerging as the new global force in the beauty industry.

Read more

Opinion Leaders

Consensus forecast for 2026

30.12.2025 5 Min.

What is the outlook for 2026? We will try to respond to this question, analysing the forecasts made by economists...

Read more

Opinion Leaders

Good things come to those who wait

29.12.2025 5 Min.

Undervaluations may be unjustified, especially if the quality is right. The analysis requires a second look and patience in its...

Read more

Opinion Leaders

The New Year Resolution: Swiss Banking as a Hedge

29.12.2025 3 Min.

At the turn of the year, investors traditionally reflect on resolutions. Some focus on performance. Others on diversification. 

Read more

Opinion Leaders

The European luxury market will soon shine brighter 

22.12.2025 9 Min.

The European luxury market is ready for a cyclical rebound. This is likely to be supported by improved year-on-year comparisons...

Read more

Opinion Leaders

Outlook for 2026 – things are looking up

18.12.2025 5 Min.

Despite some uncertainties, 2026 could also be a good year on the stock market. There are a number of factors...

Read more