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Economic Insights

Jun 25, 2026

Pension Reform Survey 2026: Everyone knows reform is needed, few expect it to happen

Citizens recognize the need for social security reforms, but have far less confidence that reforms will actually be delivered.
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Jun 25, 2026

The semiconductor premium: EM equity and the concentration risk within

Semiconductors are the backbone of the 2026 AI rally.
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Jun 22, 2026

Ten Years After Brexit: Resilience Without Revival

Brexit 10 years on: Neither collapse, nor renaissance.
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Jun 18, 2026

Public vs. private equity: The widest equity return gap in two decades

Public equities have repriced the future while private equity is still monetizing the past.
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Jun 17, 2026

Southern Europe won the last decade. The next one is less obvious

Southern Europe has delivered an impressive turnaround this past decade, broader and more durable than many expected.
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Jun 16, 2026

US-Iran Deal: Markets Price Peace, Economies Still Pay for War

Markets have celebrated the end of the Strait of Hormuz conflict
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Jun 10, 2026

From kickoff to cash flow – Economic spillovers from the Football World Championship 2026

The Football World Cup 2026 will be the largest tournament in football history and a structural departure from previous editions.
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Jun 08, 2026

Emerging markets in a fragmented world: From geography to resilience - the 4Rs framework

The Iran war marked the first major oil shock that did not trigger a broad emerging markets sell-off.
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Jun 03, 2026

Weed out the laggards: Sustainability as a credit filter

Financial fundamentals remain the primary drivers of credit risk.
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