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The economic policy challenges of the next German Federal Government

The new elections in Germany and a possible political reorientation are unlikely to fundamentally change the difficult situation of the German economy overnight. Structural changes take time.

China's bazooka versus Trump's victory

As the world’s second-largest economy, China has much to offer and should be included in any globally diversified portfolio. Short-term complexities do not rule out building positions in Chinese quality stocks with strong potential.

The recession that isn't happening: don't underestimate the growth potential of the US economy

When the Covid pandemic shut down the global economy in Spring 2020, it ended the longest expansion phase in US history, which lasted 42 quarters. For more than ten years, there had been repeated warnings that the next recession was imminent. But the US economy remained on a growth trajectory