News
US government throws sand into its innovation machine
US science is facing a historic turning point: massive budget cuts, institutional interventions and a growing brain drain are threatening the innovation base of a superpower – and, with it, the superpower itself. “This has global consequences that
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The High Costs of the New World Disorder
The war in the Middle East is keeping the world on edge. In the event of escalation, energy shortages and a broader crisis loom. Yet this conflict is merely a symptom of a more fundamental shift: the global economic order is tilting. “Less
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Pharmaceutical industry: The era of the West is coming to an end
A new balance of power is emerging in the global pharmaceutical industry: China is rapidly catching up and challenging the US. “Innovation is now definitively global – but access, prices and markets could become more political,” says Thorsten
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China Warms Up
China is increasingly positioning itself as a geopolitical counterweight to the United States: not as a replacement hegemon, but as a reliable alternative with considerable economic influence. The implications extend far beyond diplomacy, comments
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The World Cup is becoming a stress test for the US system
The FIFA World Cup, which is set to begin in just a few weeks in the United States, Canada and Mexico, is threatening to become a stress test for America’s political and organisational capabilities: security bottlenecks, delays and investment risks
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Africa’s Untapped Power: Why Size Alone Is Not Enough
Africa is at the centre of emerging geopolitical trade conflicts. Competition among major economic blocs for Africa’s resources is intensifying – in principle, a favourable starting position for the continent. “Yet despite its vast resource base and
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Private Debt: Returns with Hidden Risks
Private debt investments have been gaining importance for years. They provide access to lending strategies outside public markets and enable companies to obtain financing beyond traditional bank loans. “This structure creates flexibility for both
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Bond markets: carry opportunities with limited risk buffer
The war in the Middle East has had a noticeable impact on interest rates worldwide. Developments in bond markets will also depend on the duration and intensity of the conflict. If both remain contained, fixed-income securities in Europe and the
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Equity markets: Beyond the escalation, selection, rotation and structural trends matter
The escalation in the Middle East has temporarily unsettled stock markets, but beyond the headlines, fundamental and structural trends remain decisive for investors. “While US and European equity markets are broadly neutral over the coming months,
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