Opinion Leaders

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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Opinion Leaders

Financial inclusion lifts emerging and frontier markets

23.06.2025 5 Min.

As banks in developed markets grapple with margin compression, their emerging market counterparts are capturing entirely new customer bases with...

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Opinion Leaders

Market rebound: Trade détente eases uncertainty, but risks remain 

13.06.2025 8 Min.

After a swift correction in early April, triggered by the Trump administration's announcement of new tariffs, equity markets rebounded strongly...

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Opinion Leaders

Is Germany the new US?

12.06.2025 4 Min.

The performance of German stocks since the beginning of the year has been impressive.

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Opinion Leaders

Risk or rebalancing? The new geography of ETF flows

10.06.2025 3 Min.

The ETF world is on the move - both geographically and strategically. A clear rotation towards European equities has recently...

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Opinion Leaders

When the uncertain becomes certain

06.06.2025 3 Min.

New twists in the trade war waged by the Trump administration against the rest of the world. The latest episodes...

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