洞察 投資戦略

close

カテゴリーを選んでください。

• サステナビリティ
• 金融市場
• 企業家精神
• ライフスタイル
• 金融知識

The shift to a circular economy promises to reduce waste and lower the world's carbon footprint. Companies involved in the circular economy are not only fighting climate change, they also offer attractive investment opportunities.

Diversity, equity and inclusion aren't just buzzwords. A growing body of evidence suggests that companies that score highly on these metrics also perform better.

Greater use of renewable energy and improved energy efficiency are crucial if we are to meet the world's decarbonisation and climate goals. Companies offering solutions to energy-intensive sectors like industry, transport, and buildings are expected to benefit - as should their investors.

Mobility is one of the most important megatrends of our time - and major change is afoot. What routes can investors pursue to support, and potentially benefit from, the new technologies shaping how we get around?

Eleven pharma, tech and luxury stocks, known as the Granolas, are fuelling this year's European stock market surge.

Artificial intelligence makes it increasingly hard to filter information when making investment decisions. This could lead to disastrous consequences. Fortunately, there are ways to counter the AI challenge and ensure safe outcomes.

The global economy has shown remarkable resilience this year, however inflation remains higher than expected, which has led to a re-evaluation of interest-rate forecasts. Turbulence in geopolitics will likely continue, posing difficulties for both financial markets and the world's economy.

Even Nostradamus might hesitate to make predictions about the future in today's dramatically disrupted world.

Equities that behave like bonds remain interesting investments - even in a higher-for-longer interest-rate environment. If interest rates start dropping, their popularity could soar.