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6 Mai 2025
Multi-Asset
Multi asset
Senior Economist
Market Perspectives: What do the first 100 days of Trump mean for the next 1,361?
Market Perspectives: What do the first 100 days of Trump mean for the next 1,361?
The 30th April marked 100 days since President Trump took office, which is often a time to reflect on the achievements or otherwise of an incoming president.
1 Mai 2025
Aktien
Client Portfolio Manager
Portfolio Manager
Why the time is ripe for Europe
Why the time is ripe for Europe
With the global economy shifting, the case for European equities is stronger than it has been in years. We look at the opportunity, why stock selection will be key to success, and why quality will win out.
29 April 2025
Verantwortungsvolles Anlegen
Senior Investment Analyst, Sustainability Research
Kernkraft(ausbau) bietet Chancen für Anleger
Kernkraft(ausbau) bietet Chancen für Anleger
Wir gehen davon aus, dass die Wiederbelebung des Nuklearsektors in den nächsten zehn Jahren zu Investitionen in Höhe von 550 Milliarden US-Dollar führen wird.