Artificial Intelligence: getting around Moravec's paradox?

Our Global Chief Investment Officer, Christian Nolting, provides an initial assessment of the U.S. election results and their market implications.

As we inch closer to the U.S. presidential election, our new CIO Special explores the current state of the political landscape, key issues and policies that continue to shape the narrative for the race and its potential impact on a range of sectors for equity investors.

Portfolio decarbonization will become an increasingly important topic. Investors need to understand the key issues involved.

In this CIO Special report we examine what’s driving Earth Overshoot Day and where innovation is offering hope for our planet's future.

Carbon markets are likely to play a major role in promoting sustainability and innovation, offering new opportunities for investors and policymakers alike.

With the French election resulting in a hung parliament, we discuss three possible political scenarios and their investment implications.

After Labour’s victory, the prospect of policy stability and cyclical growth will make UK assets worth a second look. We outline investment implications.

The renewable energy sector is experiencing remarkable growth. However, this rapid expansion faces challenges. In this report, we explain why the renewable energy sector’s trajectory remains positive.

China announced more measures to support the property sector at a national government meeting on May 17. The stimulus measures come at a time when China’s property sector continues to weaken with price declines and lower transaction volumes.

The Bank of England (BoE) maintained its key interest rate at 5.25% for the sixth consecutive meeting last Thursday. Signals from the Monetary Policy Council (MPC) indicate a potential rate cut as early as June 20, however.

The recent positive performance by Chinese equities has been mainly driven by a modest improvement in macroeconomic data.

This CIO Special addresses Spain’s recent positive economic performance, its fiscal balance situation and the prospects for Spanish debt & equity assets.

Italy has weathered recent economic crises, including COVID-19 and the European energy shock, better than expected. In Q4 2023, Italy’s GDP growth was +0.2% QoQ, compared to 0.0% for the Eurozone. For the full year 2023, Italy’s growth was 0.7%, outperforming the Eurozone’s 0.5%.

Singapore’s economic openness creates both challenges and strengths. The external sector is an unavoidable source of risk, the high cost of living is a concern and an ageing population. But, set against this, Singapore has a number of important strengths – a globally-connected economy, business-friendly environment, political system and benefits from its role in ASEAN.

It remains a challenging environment for the German housing market, but rate cuts, economic growth and structural rental market shortages should help the market to bottom out.

These form a vital component some systematic long-term asset allocation approaches. We highlight significant developments since our last review and the reasons for them.