Nachrichten und Einblicke

Oil prices are up by a fifth since January, but should we be worried this will sustain higher inflation? We consider how demand may be firming up as the depressed manufacturing sector picks up, and the impact that could have on demand for raw inputs like oil.

Die globalen Aktien setzten ihren Aufschwung fort und stiegen im März um 3,1 % (in USD), während Staatsanleihen ebenfalls um 0,7 % (in USD, abgesichert) zulegten.

In our first Sustainability Spheres event, industry experts discussed the future of ‘fast fashion’, a model which dominates the sector but has been criticised for being unsustainable. Attendees were asked how the industry can embed sustainable practices into their models.

More than 50 countries will hold an election in 2024, with more than 40% of the world’s population eligible to vote. We examine how elections can come to dominate our conversations and thinking, and how it pays to take a step back and consider the long-term view.

Learn about our Group, and the activities and performance of our three businesses in 2023.

Democracy is said to be in crisis, but is that actually the case? And would it affect portfolios if it is? We outline why we think the global business cycle will likely remain the day-to-day driver of portfolios, regardless of what happens at the ballot box.

Die NextGen hat eine treibende Kraft, insbesondere im Bereich der Philanthropie, wo innovative Ansätze für positive Veränderungen unerlässlich sind.

Private Debt kamen in den 2000er Jahren auf und füllte die Finanzierungslücke zwischen Senior Debt und Eigenkapital. Nach der Finanzkrise 2008 nahm die Nutzung stark zu, da die Banken die Kreditvergabe stark einschränkten.

Täglich sorgen neue Ransomware-Attacken für Schlagzeilen. Die durchschnittliche Zeitspanne von neun Monaten bis zur Aufdeckung von Sicherheitsvorfällen unterstreicht die dringende Notwendigkeit, rasch zu handeln, um Schäden zu verhindern oder zu begrenzen.

Democracy is said to be in crisis, but is that actually the case? And would it affect portfolios if it is? We outline why we think the global business cycle will likely remain the day-to-day driver of portfolios, regardless of what happens at the ballot box.

Global growth resilience expected in 2024 masks the continuation of sharp regional divergences. Although headline inflation in most G20 countries is projected to continue its normalisation, it is unlikely to be back to target before the end of 2025, and upside risks remain elevated. In fact, central banks may be forced to remain prudent to ensure that underlying inflationary pressures are durably contained.