European Security Policy
Which companies are best positioned to meet Europe’s evolving defense needs? We have analyzed 18 publicly listed firms, evaluating how their product portfolios align with the new security landscape.
Investment Outlook
A hopeful outlook when the clouds clear.
Political turbulence has significantly shaken markets. We are meeting this uncertainty with balanced risk-taking and broad diversification – a strategy to which we remain firmly committed.
Themes in Investment Outlook
Eastern Europe
Eastern European equities have outperformed both the U.S. and Western Europe over the past one, two, and five years. Can the rally continue? We take a closer look at the market and its forward potential.
Investment Outlook September 2025
Our experts give you our current view on the development of the economy and stock exchanges (22 minutes).