In coming months, markets might get unnerved, temporarily overpricing political
Corporate bonds are currently in high demand. Despite already expensive spreads, in our opinion there is no trend reversal to be feared due to a healthy environment.
Remain relatively cheap, investors stay cautious – wrongly so, as we
Emerged as relative winners in the fixed-income segment – and we believe they can still
“Big was beautiful” in the U.S. – European stocks chased U.S. big caps for the longest
After a short break, the IT sector is on the rise again in 2023, not least thanks to Generative
In a challenging operating environment, selection and thorough bottom-up research remain
As prices adjust, many areas of the global real estate market are looking increasingly
Largely unnoticed by many investors, innovative clusters are emerging, beyond Europe’s old industrial
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