We closely monitor developments in the global economy and financial markets. From a broad macroeconomic perspective, we analyze trends and events that impact investments, such as interest rate and inflation trends, geopolitical tensions, market volatility, and sustainability issues.
Besides keeping up with current events, we also focus on structural themes that have a long-term impact on markets and economies. These include the energy transition, the aging population, technological innovation, and changing monetary policy. By integrating these themes into our analyses, we contribute to a future-proof investment approach.
We regularly publish articles that provide a current and in-depth overview of the most important developments in the financial markets.