Sep 03, 2025

Sector Atlas 2025: Trade war is a sector war after all

US tariffs are reshaping supply chains, prompting retaliation and heightening uncertainty. Companies will continue to adapt as the trade war is here to stay.
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Aug 01, 2025

What to Watch 1 August 2025

Trade deals or trade wars? Germany’s insoluble budget equation and tariffs diminishing carmakers’ reshoring prospects
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Jul 30, 2025

3.5% to 2035: Bridging the global infrastructure gap

Over the next decade, the global economy will need to invest nearly 3.5% of GDP per year (USD 4.2trn) to future-proof social, transport, energy and digital infrastructure against megatrends such as urbanization, supply-chain disruptions and AI-driven digitalization.
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Jul 25, 2025

What to Watch 25 July 2025

Steady rates and shifting seats for the Fed, US-EU trade on the rocks and reading between the (market) lines
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Jul 18, 2025

What to Watch 18 July 2025

ECB taking a breather, France’s budget falls short and China’s resilience
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Jul 11, 2025

What to Watch 11 July 2025

Trade deals or tariff letters, the relentless dollar, and what the One Big Beautiful Bill means for households, markets and sectors
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Jul 08, 2025

The market alone won’t fix it: the dilemma of climate-neutral real estate

The residential real estate sector is a major yet often underestimated contributor to greenhouse gas emissions in Europe.
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Jul 03, 2025

Mid-year economic outlook 2025-26: Summertime sadness

“Under Pressure”: Global growth will remain under pressure at +2.5% in 2025, the slowest since 2008 outside of recession periods.
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Jul 01, 2025

What to Watch 01 July 2025

Global boiling – Heatwave may cost -0.5pp of GDP in Europe
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