Längerfristig höhere Zinsen
Ausblick 2024
China: Die Wachstumsfrage
Ausblick 2024
Innovatoren: Ein Katalysator im Anmarsch
Ausblick 2024
Naturkapital: Der Ruf der Wildnis
Ausblick 2024
Künstliche Intelligenz: Es kommt auf den Algorithmus an
Ausblick 2024
Erneuerbare Energien: Im Wind der Veränderung
Ausblick 2024
Global Emerging Markets Equity: Outlook 2024
Well positioned for a rebound in EM growth stocks
Equities rally as sentiment brightens
market snapshot
Moment of truth
Fast reading: Corporate fundamentals have had a good run – but it may be time to be more cautious. Dispersion could be a key theme for 2024. Credit analysis will come to the fore as an expected economic slowdown winnows out winners from losers. The maturity wall: Not what you might expect. Refinancing should be […]
Not your average credit cycle
Three things we learned: Issuers are preparing for a new normal. Nothing’s written in stone but higher for longer has already profoundly affected credit market fundamentals. Dispersion could be a central theme of 2024. Short-term money markets have not witnessed significant outflows… yet. Expectations are for asset growth to continue into 2024 but will be driven by institutional […]
