Analyse maison T1 2025 : penser différemment

Analyse maison T1 2025 : penser différemment

Le retour de Donald Trump à la Maison Blanche changera la donne pour l'économie et les marchés américains. Une approche innovante et une plus grande diversification seront nécessaires dans un contexte de divergence de croissance des économies, d'inflation et de taux d'intérêt.

Navigating Rates

Does geopolitics matter for markets?

Wars in Ukraine and the Middle East have raised geopolitical tensions to their highest level in years. But how much do geopolitics impact markets? We analysed 28 historical events and identified three findings that may help to navigate geopolitical risks.

Transforming Infrastructure

New infrastructure needs new capital

According to a study by the Global Infrastructure Investor Association, only 38% of people worldwide were satisfied with their infrastructure in 2023. We are experiencing everyday problems with the existing infrastructure, which is very often outdated and requires further development. In addition to modernising existing roads, trains and tracks, distribution networks, and communication infrastructure, we must start now to build the infrastructure of tomorrow.