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Flying blind on the financial markets (April 2022) Download PDF Quarterly Asset Allocation Views – Q2 2022 Download PDF Japan: value or value trap? (March 2022) Download PDF Vietnam: a secular growth story (March 2022) Download PDF Back to life, back to reality (Mai 2021) Download PDF 21 Investment Discussions for 21 (January 2021) Download PDF A vaccine as a "game changer" (November 2020) Download PDF Lockdown with unforeseeable economic costs (April 2020) Download PDF Vertigo sets in after long upturn (December 2019) Download PDF Negative interest rates – for all eternity? (October 2019) Download PDF The battle for global technological leadership (June 2019) Download PDF Robust US economy - slumping share prices (December 2018) Download PDF Trade war with China: few winners – many losers (July 2018) Download PDF Has Trump destroyed the "Goldilocks scenario"? (April 2018) Download PDF

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