The Great Monetary Illusion: Why equity markets soar in a fragile world
Many investors today look at global equity indices and wonder how markets have risen so sharply over the past two decades in an environment marked by tepid economic growth, recurring geopolitical shocks and rising public debt burdens.
How Europe wants to protect itself from dollarization
With euro stablecoins and a digital euro, Europe wants to counter the looming dollarization of the European economy. In consumer payments, the sovereignty of the euro is already under pressure, the European Central Bank warns.
Beyond the AI hype: three strategies for smarter Investing
In 2008, Facebook astonished observers when it took just four and a half years to reach 100 million users. Last year, Deepseek achieved that in seven days. ChatGPT is on track for a billion users.
Juncker warns Europe could lose all seats in the G7
Former European Commission president Jean-Claude Juncker warned that Europe risks losing its remaining seats in the Group of Seven as the continent’s economic weight continues to decline in a rapidly shifting global order.
What’s driving the gold price? … and other important questions
Gold recently hit record highs before pulling back. Supportive conditions persist but volatility may rise. Gold has historically offered long‑term value and a cushion in volatile markets. Physical gold ETPs provide simple price exposure.
OBAM: AI winners and losers: where lies the real opportunity?
At first glance, 2026 looks promising for investors. Stock markets worldwide are up slightly. But if you look beneath the surface, you will see a striking spread. The expanding functionalities of AI have accelerated the market, with investors increasingly distinguishing between winners and losers.
Global Small Caps: Unlocking value through governance engagements in Japan
In recent years we have intensified our active ownership approach with Japanese companies, aiming to boost capital efficiency, improve governance structures and enhance shareholder returns.
In a tense Fixed Income market, where are the opportunities still to be found?
After several years marked by significant rate volatility, the environment is becoming more readable. However, while inflation has stabilized, certain external factors could influence the monetary trajectory.
The global economy appears poised to accelerate
Despite disappointing US Gross domestic product growth in the fourth quarter of 2025, the global economy appears poised to accelerate, note Guy Wagner and his team in their latest monthly market report "Highlights".
Clarity around ‘Sanaenomics’ makes Japan investable again
Prime Minister Takaichi’s clear reflation policy is making Japan attractive to investors once more, even though the policy rate, at 0.75 percent, stands at its highest level in thirty years. The panic surrounding the unwinding of the yen carry trade, which caused global turmoil two years ago, now appears to have definitively faded into the background.