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Will Artificial Intelligence increase economic growth?
Uncover the potential for increased productivity, the complex landscape of AI adoption, and the short-term disruptions that investors and policymakers must navigate.
News
Germany's industrial renaissance gathers pace with reforms, capex support and sector gains
Germany's industrial renaissance is being shaped by structural reforms and fiscal support, easing investment constraints and improving confidence across priority sectors in Germany and Europe.
News
Germany's industrial renaissance gathers pace with reforms, capex support and sector gains
Germany's industrial renaissance is being shaped by structural reforms and fiscal support, easing investment constraints and improving confidence across priority sectors in Germany and Europe.
News
Germany's industrial renaissance gathers pace with reforms, capex support and sector gains
Germany's industrial renaissance is being shaped by structural reforms and fiscal support, easing investment constraints and improving confidence across priority sectors in Germany and Europe.
News
German reforms and European equities: positioning for domestic cyclicals and supply chains
German reforms are reshaping capital allocation, earnings momentum and relative valuation across Europe, favouring domestic cyclicals, small and mid caps, banks and industrial suppliers over global exporters.
News
German reforms and European equities: positioning for domestic cyclicals and supply chains
German reforms are reshaping capital allocation, earnings momentum and relative valuation across Europe, favouring domestic cyclicals, small and mid caps, banks and industrial suppliers over global exporters.
News
German reforms and European equities: positioning for domestic cyclicals and supply chains
German reforms are reshaping capital allocation, earnings momentum and relative valuation across Europe, favouring domestic cyclicals, small and mid caps, banks and industrial suppliers over global exporters.
News
China’s pivot: steering through turbulence to sustainability
The shift toward a more sustainable growth model presents long-term opportunities in Chinese assets, but it also calls for increased selectivity in the short term to cope with the economic slowdown.
News
Asset class returns forecasts for H2 2026 reflect inflation persistence and valuation shifts
Set asset class returns forecasts across government bonds, credit and equities as valuations reset, yields rise and AI-driven growth broadens across regions, supporting more selective opportunities in H2 2026.
News
Asset class returns forecasts for H2 2026 reflect inflation persistence and valuation shifts
Set asset class returns forecasts across government bonds, credit and equities as valuations reset, yields rise and AI-driven growth broadens across regions, supporting more selective opportunities in H2 2026.
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