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Discover our investment themes defined each quarter by our expert team.

2022 Economic Outlook. Let's Talk!
2022 Economic Outlook. Let's Talk!

What are the global growth prospects for 2022? Will freight prices peak again? Which sector looks promising on the investment horizon next year? Find out the answers in our latest investment analysis by Marc-Alex.

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Global vaccination campaign, Inflation and Financial Assets – let’s talk!
Global vaccination campaign, Inflation and Financial Assets – let’s talk!
Economic indicators are encouraging and we are gearing up for a return to normalcy. Is this good news on the inflation front and your financial assets?
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