Volle Kraft voraus:
Global Wealth Report 2025

Who´s afraid of inflation? A corporate view

Strong cash balances (EUR690bn above pre-crisis levels in the Eurozone and more than USD765bn in the US), as well as rising profitability and capex, are cushioning most US and Eurozone companies from high input prices.

Carbon farming: A transition path for agriculture & forestry

Carbon Farming is central in the EU strategy for capturing CO2 from the atmosphere and store it in natural sinks like forests or agricultural land. Yet to comply with the 1.5°C goal, the EU needs total investments of EUR185bn and an annual investment gap of EUR8.3bn needs to be filled.

China: Putting the tiger on a stronger footing in 2022

The Chinese economy is experiencing a difficult start to 2022, driven by renewed Covid-19 outbreaks. Even if the sanitary context eases, private consumption is likely to remain below the pre-pandemic trend level in 2022.

The flailing domestic leg should be supported by further policy rate cuts, public investment in infrastructure and temporarily laxer regulation. The external leg should remain robust. All this should bring the Chinese economy to a stronger footing in H2 2022. Beyond that, achieving “common prosperity” could imply a volatile medium-term growth pattern, depending on how policies are implemented and communicated.