Russia

Europe is now taking more responsibility for its own security, and will significantly expand its defence production capacity. For Michael Hünseler, CIO of LBBW Asset Management, security related stocks are on a long-term growth trend.

Anton Hofreiter, who chairs the Bundestag's EU Committee, says that despite all the difficulties, a lot has been achieved in European policy during the outgoing legislative period. However, the Green Party politician calls for more German leadership responsibility at EU level.

Regardless of whether Biden or Trump is elected US President, Europe will be spending spend more on armaments than before.

The pressure on financial institutions' compliance departments has been growing since the start of the war in Ukraine. Financial crime expert Rory Doyle from Fenergo sees growing risks associated with sanctions violations, as well as an increase in terrorist financing.

More and more companies are sourcing their primary products not only from China, but also from other regions of the world. However, the de-risking process is slowing down, warns a study by the Munich-based Ifo Institute.

Yale University‘s Jeffrey Sonnenfeld claims that the Russian economy is in dire straits. He fiercely calls into question the International Monetary Fund‘s more benign projections – which the IMF justifies nevertheless.