Insights

While emerging markets are a common term for most investors, frontier markets often move in the shadow of their bigger brother. But how do these categories differ? Stefan Böttcher, Senior Portfolio Manager, explains in this article.

Learn more Frontier Markets – An Alternative to Emerging Markets

Despite the latest escalation in trade tensions and political vulnerabilities in Europe, the narrative of a synchronized global expansion remains firmly intact, while the accommodative monetary and fiscal impulse should allow the expansion to continue uninterrupted in the coming year.

Learn more Global Investment Outlook

The first half of 2024 wrapped up on a solid note

Learn more Global Asset Allocation Team Market Update – July 2024

Financial markets fluctuated at the end of the second quarter as investors contemplated the environment of resilient growth, persistent inflation, and the trajectory for monetary policy.

Learn more Global Asset Allocation Team Market Update – July 2023

After a roaring start to the year, a wave of risk aversion swept up the financial markets in February.

Learn more Global Asset Allocation Team Market Update – March 2023