10 themes for the year ahead

What themes beyond geopolitics, AI and monetary policy could matter to investors in 2027? Find out in our 10 themes for the year ahead.

10 Themes - #8: U.S. real estate in transition

If productivity drives more of U.S. growth, what changes for real estate? Explore why the answer may vary across property sectors in our “10 themes for the year ahead.”

10 Themes - #1: Europe & America: The tensions that bind

Breaking up is hard to do: Why the transatlantic relationship may emerge stronger from today's frictions.

10 Themes - #6: From AI adoption to investment returns

AI is moving from answering questions to taking action. That could drive more usage, but which companies will ultimately capture the value?

10 Themes - #4: Can pension reform change how Germans invest?

Could pension reform help turn Germany from a nation of savers into a nation of investors?

Europe’s absolute and relative charm

By: Vincenzo Vedda

Markets don't move on headlines alone. Structural shifts are changing Europe's investment story.