Real Estate

The global economy has coped surprisingly well with the energy-price shock triggered by the Iran conflict. Our base case is for continued expansion,” says Chief Investment Officer Vincenzo Vedda.   

Gold has once again demonstrated why it is in demand in uncertain times. Geopolitical risks, US Federal Reserve monetary policy and doubts about the strength of the US dollar supported the price. The recent development therefore appears to be part of a longer-term positive environment rather than a short-lived rebound.

More of Japan's capital is being put to work abroad, with lasting consequences for the yen

Gold has once again demonstrated why it is in demand in uncertain times. Geopolitical risks, US Federal Reserve monetary policy and doubts about the strength of the US dollar supported the price. The recent development therefore appears to be part of a longer-term positive environment rather than a short-lived rebound.

More of Japan's capital is being put to work abroad, with lasting consequences for the yen

The AI universe continues to expand rapidly, and the list of beneficiaries is long. At the same time, potential risks are emerging, reinforcing our conviction in selective stock picking.