German Election: Merkel Weakened – Heightened Uncertainty 

Angela Merkel wins fourth term. Focus now turns to the coalition she needs to forge.   

Economic Outlook: Growth Upswing Broadens Amid Benign Inflation

Growth in the advanced economies is still going strong. Subdued inflation will likely allow only very gradual steps of policy tightening in the advanced economies.

Burkhard Varnholt: "Every Bull Market Needs to Take a Rest"

Markets ran into some turbulence in August. Is this soft patch an opportunity to buy or to sell?

Supertrends: Emerging Market Consumers on the Increase

Emerging markets are doing fine in a more decentralized world that we recently experience. Which branches are worth investing in?

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