Press

Europe’s Stock Markets in a Global Comparison: Which Sectors Offer the Best Returns?

Jean-Christophe Rochat, our CIO, shares his expertise on Europe's competitiveness with the United States and China in the latest issue of Payoff Magazine.

Europe is at a strategic turning point. In an exclusive interview with Payoff Magazine, Jean-Christophe Rochat analyses the challenges and opportunities facing Europe's stock markets. He stresses the need for greater investment in innovation, lower energy costs and greater cooperation between Member States to boost competitiveness against the United States and China.

What are the sectors to watch? While the technology sector continues to be the driving force, other industries such as renewable energies, manufacturing and finance are also showing promise. Despite geopolitical uncertainty, Europe offers attractive investment opportunities, with a more attractive valuation than the US markets.

👉 Read the full article (in German) published in Payoff Magazine on 06.02.2025.

February 06, 2025

Press

The Prisoner's Dilemma in Sino-American Trade Relations

A strategic reading of the U.S.–China trade tensions through the lens of game theory.

July 11, 2025

Press

Oil No Longer Reigns: AI Is Redrawing the Geopolitics of Energy

A new energy divide is emerging — no longer technological, but digital.

July 09, 2025

Press

The Future of Agriculture: Challenges and Investment Opportunities

Agriculture is facing unprecedented challenges: population growth, resource scarcity, climate volatility... In this context, the sector is undergoing a profound transformation.

June 26, 2025