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The new Cold War runs on artificial intelligence

Submitted by raymond.frenke… on Tue, 11 Nov 2025 - 06:03
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Anna Rosenberg of Amundi Investment Institute says the same forces that once drove nuclear and space spending now fuel an expensive, open-ended struggle for technological supremacy.

Markets confront new uncertainty after U.S. strike on Iran

Submitted by raymond.frenke… on Mon, 23 Jun 2025 - 15:15
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Geopolitical risk returns as markets weigh Iran escalation, energy disruption and central bank caution following U.S. attacks on nuclear sites.

Former Belgian PM Leterme questions NATO’s 5% defense push

Submitted by raymond.frenke… on Fri, 13 Jun 2025 - 06:02
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Just two weeks ahead of the NATO summit in The Hague, former Belgian Prime Minister Yves Leterme has sharply criticized the alliance’s proposed five-percent-of-GDP defense target, calling it a “collective irrationality” that risks overwhelming European decision-making.

Inflation forces a generational rethink among investors

Submitted by raymond.frenke… on Wed, 14 May 2025 - 06:02
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After more than thirty years of falling rates, globalization and passive dominance, a new era is forcing investors to rethink the rules.

Germany votes: a return to the 1930s or stability of the 1990s?

Submitted by raymond.frenke… on Wed, 19 Feb 2025 - 06:05
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Around 60 million Germans are eligible to vote in Sunday’s national parliamentary elections. For decades, German elections have been predictable and uneventful, but this time, much more is at stake—far beyond just the composition of the Bundestag.

Capital Group sees global champions as key to navigating uncertain times

Submitted by jip.schoon@inv… on Tue, 11 Feb 2025 - 06:01
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In an uncertain macroeconomic environment, global asset manager Capital Group is focusing on identifying ‘Global Champions’ across sectors to position client portfolios for long-term success.

Trump’s opening moves set tone for US inflation

Submitted by raymond.frenke… on Tue, 21 Jan 2025 - 06:02
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Donald Trump, the newly inaugurated 47th President of the United States, is wasting no time in implementing his agenda. Investors are on edge: what will this mean for the US economy?

Trump’s second term

Submitted by raymond.frenke… on Tue, 21 Jan 2025 - 06:00
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Trump’s second term promises lower taxes, market-friendly policies, and bold trade moves, but risks with Russia, China, and inflation could shape global markets profoundly, write Han Dieperink in his latest column.

A ‘structural’ Trump could be even more challenging for Europe

Submitted by raymond.frenke… on Wed, 15 Jan 2025 - 06:02
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As Europe braces for Trump’s return, Bill Campbell at Doubleline warns of a ‘Terrible Trifecta’ of political, economic, and external pressures disrupting global order in 2025

Saxo sees demise of Opec, Nvidia rally, and 3D-printed hearts

Submitted by raymond.frenke… on Wed, 04 Dec 2024 - 06:02
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In a world filled with chaos and uncertainty, Saxo Bank’s Outrageous Predictions once again offer a fascinating glimpse into the minds of scenario planners.

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