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We believe that artificial intelligence will continue to drive the markets in 2026 – both positively and negatively. Its possibilities remain exciting. But investors will become more selective.
Despite recognizable parallels with developments under the 1985 Plaza Accord, concerns about a very rapid and excessive decline in the U.S. dollar seem exaggerated.
The Australian dollar currently has a wide range of monetary, economic and political factors on its side
The latest sell off was a dramatic reminder that precious metals can move in bursts. Inflation adjusted prices are still at levels rarely seen in modern history.
Our CROCI analysis highlights the importance of valuation assumptions
By: Hansjoerg Pack
Looking into the third quarter, the key market debate has shifted away from geopolitics and back towards artificial intelligence and the sustainability of the current technology cycle.
What themes beyond geopolitics, AI and monetary policy could matter to investors in 2027? Find out in our 10 themes for the year ahead.
How water runs through the real economy and can create new winners and losers
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.”
Capturing the upside of AI’s transformative investment cycle without relying on it
AI is moving from answering questions to taking action. That could drive more usage, but which companies will ultimately capture the value?
Europe has little to do with AI, making its stocks easy to ignore. Think so? This misconception is wrong in three ways, creating opportunities for investors. The “New Europe” has much to offer.
Could pension reform help turn Germany from a nation of savers into a nation of investors?
