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?

German Election 2017: Not a Market Game Changer

Angela Merkel is in the best position to win the German election, however uncertainty prevails regarding the coalition. We retain our positive view on German equities.

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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