Real Estate

Market Outlook - July 2026

The outlook for the stock markets is still good. However, there are question marks about whether the dynamic profit growth in the tech sector, especially in semiconductors, can continue like that.
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Jul 20, 2026 CIO Special

AI in 2026: growth and reality check

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.
Jun 25, 2026 CIO Special

High-yield bonds under a new rates regime

How risk, valuation and liquidity are evolving in credit markets
Nov 26, 2025

Gold Shines Bright: A Strategic Anchor in Uncertain Times

Gold is shining again — and not just in vaults. Following a notable rally, the precious metal has climbed to record highs, potentially reaffirming its role as a perceived safe haven in turbulent periods.
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