Insights

Quantifying hyperscalers’ AI investment

Artificial intelligence (AI) has fast become a topic that is significant not only in terms of technological progress but also for markets and the macroeconomy.

"I am a technology optimist” ‒ interview with Yvonne Bettkober

Maria Luisa Siccardi is a Member of the Board of Directors of the Swiss firm Medacta Group SA.

Assessing downside risks: scenarios, triggers and thresholds

Assessing downside risks:scenarios, triggers and thresholds

The new macro order: gold, deglobalisation and EM opportunities

As the global economic order becomes increasingly fragmented, investors are navigating a landscape shaped by deglobalisation and shifting geopolitical alignments.

"Innovation alone is never enough" - interview with Maria Luisa Siccardi

Maria Luisa Siccardi is a Member of the Board of Directors of the Swiss firm Medacta Group SA.

Sustainability after the reset

Sustainable investing is going through a reset. Labels and broad ambitions are giving way to harder questions about evidence, implementation and investment relevance. That creates an opportunity to ask a more fundamental question: not simply what the economy needs less of, but what human progress will require more of.