Opinion Leaders

Opinion Leaders

Who will foot the bill?

25.08.2025 3 Min.

This is the question fuelling economists’ debates, the speculation of market players, disagreements between bankers, and Trump’s diatribes: will the...

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Opinion Leaders

China’s shares are cheap

22.08.2025 4 Min.

A relatively favorable equity valuation and the Beijing government's plan to stimulate the economy through reflation are creating upside potential...

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Opinion Leaders

Stablecoins need even more trust

20.08.2025 4 Min.

It feels like a landmark moment as the GENIUS Act puts stablecoins on a path that promises them a major...

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Opinion Leaders

Ignore electricity at your peril

18.08.2025 7 Min.

The increasing electrification of the world represents a fundamental transformation affecting capital flows, valuations, and allocation decisions. Those who invest...

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Opinion Leaders

Deliver Returns Greater than the Convertible Bonds Index

07.08.2025 3 Min.

While maintaining a similar risk profile manager aims to outperform the global convertible bond market with implementing three alpha levers.

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Opinion Leaders

Monetary refugees

01.08.2025 4 Min.

The dollar has lost 10% since the beginning of the year against a basket of currencies (DXY Index).

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Opinion Leaders

Investors should welcome short-term volatility

31.07.2025 5 Min.

The old saying "sell in May and go away" has some basis in historical data.

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Opinion Leaders

US–China Trade Relations: A global prisoner’s dilemma 

28.07.2025 4 Min.

Trade relations between the United States and China in 2025 remain entangled by a complex tangle of tariffs, retaliatory measures...

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Opinion Leaders

We expect a revaluation of the biotech sector

24.07.2025 8 Min.

So far in 2025, the biotech sector has underperformed the broader stock market, with small- and mid-cap stocks coming under...

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Opinion Leaders

Rebalancing the narrative: Convertibles in a new regime 

21.07.2025 6 Min.

The turnaround has been achieved: a new era of performance has begun for convertible bond strategies.

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Opinion Leaders

Order from chaos

16.07.2025 4 Min.

Chaos reigns in Washington, with often unpredictable announcements on import duties being fired off in all directions.

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Opinion Leaders

Outlook 2nd half 2025: Europe’s catch-up potential is real

15.07.2025 6 Min.

The first six months of 2025 have reshaped the view of global macroeconomic dynamics. A sequence of unexpected events has...

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Opinion Leaders

Latin America’s equities rally in 2025 shows signs of staying power

10.07.2025 3 Min.

Latin American equities have delivered an impressive performance in 2025, with all major markets in the region posting double-digit gains...

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Opinion Leaders

Technology, consumption, real estate: Which sectors are growing now in China

08.07.2025 3 Min.

China's economy is showing signs of recovery - albeit differentiated by sector and region. Report after a two-week research trip...

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Opinion Leaders

Three compelling arguments for the healthcare sector

04.07.2025 3 Min.

Valuations in the healthcare sector are at all-time lows, which represents an attractive buying opportunity for long-term investors.

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Opinion Leaders

Consensus forecasts, mid-year picture

03.07.2025 6 Min.

What kind of year is 2025 proving to be for the markets? We will try to answer this question by...

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Opinion Leaders

The Revolution Will Be Financial, European Comrade

02.07.2025 4 Min.

Société Générale: up 81% since the beginning of the year*! And that’s just one example. Banks across the eurozone are...

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Opinion Leaders

The unknown bull market on the frontier

01.07.2025 6 Min.

Meanwhile the MSCI Total Return index has recaptured the highs of 2008. This will support a continued rerating.

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Opinion Leaders

Silver – why the precious metal is suddenly outperforming even gold

30.06.2025 4 Min.

Silver can overtake gold in June. The escalating war in the Middle East certainly plays an important role in this,...

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Opinion Leaders

Midyear insights: Opportunities amid globalization’s discontents

25.06.2025 9 Min.

The exceptional position of the USA is increasingly being called into question - investors are making greater efforts to diversify...

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