Our truly diversified and international team of economists, strategists and chief investment officers shares analyses and a house view around the key trends shaping our present and future.

The Compass 2025

 

2024 has been a historic election year, with over two billion people casting votes globally. The results have often been surprising, yet democracy has shown remarkable resilience. As we look to 2025, the full impact of electoral shifts will become clearer. Among the most significant developments will be the return of Donald Trump to the White House – a pivotal moment that will undoubtedly shape the global economy.

 

Discover the complete version here:

The Compass 2025 (English)

The Compass 2025 (Italian)

The Compass 2025 (German)

Alternatively, read the digital summary here:

The Compass 2025 - digital summary (English)

The Compass 2025 - digital summary (Italian)

The Compass 2025 - digital summary (German)

 

 

Weekly Analysis

 

A team of experts provides high-quality weekly analysis to form a view on macro indicators and to support Group Investment Strategy.

 

Download the latest edition here:
Weekly Outlook - 10/25/2024

German version - 10/28/2024

Daily Update

 

Our experts providing granular insights on daily developments.

 

Download the latest edition here:
Daily Update - 01/24/2025

German version - 01/24/2025