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    “If Trump wins, the Fed may not be able to lower interest rates to the target level of 3.5%” – an interview with Nannette Hechler-Fayd’herbe
    In the newswealth management
    In the newswealth managementelections

    “If Trump wins, the Fed may not be able to lower interest rates to the target level of 3.5%” – an interview with Nannette Hechler-Fayd’herbe

    Nannette Hechler-Fayd’herbe discusses the Fed's challenges, Trump’s potential impact on inflation, and why fixed income is outperforming equities in an interview with El Economista.
    Will the Fed cut interest rates by 0.5% right away? More from our Global CIO Private Bank, Michael Strobaek
    In the newselections
    In the newselections

    Will the Fed cut interest rates by 0.5% right away? More from our Global CIO Private Bank, Michael Strobaek

    Michael Strobaek, our Global CIO Private Bank, expects a clear signal from the American monetary authorities next week. From now on, its focus is on employment.

    Trump, interest rates, and US-China ‘clash of the titans’ – Samy Chaar explores macroeconomics and geopolitics in an interview with Handelszeitung
    In the newselections
    In the newselectionsgeopolitics

    Trump, interest rates, and US-China ‘clash of the titans’ – Samy Chaar explores macroeconomics and geopolitics in an interview with Handelszeitung

    Samy Chaar, our Chief Economist, argues in favour of the dollar and financially strong SMEs - and warns against a trade war with China.

    Three must-see charts for investors
    investment insightselections
    investment insightselectionstechnology

    Three must-see charts for investors

    In July 2024, financial markets faced rising geopolitical risks. Here are the three key charts to consider this month to help investors navigate this uncertain period.

    Elections: down and out in Paris and London
    investment insightselections
    investment insightselectionsgeopolitics

    Elections: down and out in Paris and London

    What do UK and French elections mean for economic policymaking and for our investment strategy? 

    First-round French vote leaves far-right short of absolute majority
    investment insightselections
    investment insightselectionsgeopolitics

    First-round French vote leaves far-right short of absolute majority

    We present our scenarios on the French elections after the first-round vote.

    Europe’s political shifts, French scenarios and market implications
    investment insightselections
    investment insightselectionsgeopolitics

    Europe’s political shifts, French scenarios and market implications

    Deep political shifts are underway in the heart of Europe. We analyse three French election scenarios and asset class implications.

    What could India’s election result mean for renewable energy?
    rethink sustainabilityelections
    rethink sustainabilityelectionsgeopolitics

    What could India’s election result mean for renewable energy?

    Narendra Modi’s election manifesto outlined plans to create “mega” solar and wind parks and to develop a national “Green Energy Corridor”, as India aims to cover 50% of electricity demand with renewables by 2030.

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