Insights

Attacks on Iran

On the morning of 28 February 2026, after lengthy preparations, Israel and the US launched missile strikes...

From Surface to Structure: The Return of Material Thinking

Last month, we examined how geopolitical positioning shapes market infrastructure through the lens of...

Economic Impact of the AI Revolution: What If…?

“The world is facing tremendous upheaval. [...] The irony is that people who have tried to predict doom...

Art Basel Qatar: From Speculation to Structure

There is no shortage of cultural ambition in the Gulf. Auction houses are expanding their regional...

Vol. 279 A Turbulent Start to the Year – Implications for the Economic Outlook

Dr Jörn Quitzau

This week, we speak with Dr Jörn Quitzau (Bergos Chief Economist) about the turbulent start to the...

Reflexions Q1 2026

In Reflexions Q1 2026, our Bergos experts share their insights on the current situation in the financial markets and discuss specific opportunities and risks of the individual asset classes.

Vol. 275 Our Outlook 2026

Till C. Budelmann

This week, we sit down with our CIO, Till Christian Budelmann, to discuss the bank’s Outlook 2026. Read...

US Central Bank: Rate Cut in Challenging Times

As expected, the US Federal Reserve has lowered its federal funds rate by 0.25 percentage points despite...

The Economy of Aesthetics: Museums, Brands, and the New Grammar of Desire

Imagine an exhibition that looks exactly like a luxury brand flagship store. The walls immaculate white,...

Market Commentary – Outlook 2026: Equity markets broaden and require a stylistic repositioning

A recession is unlikely in the US. However, the Federal Reserve faces the challenge of balancing an economic slowdown with persistent inflation. Given the rising debt ratio, financial markets are relying on the central bank to be ready to act as a lender of last resort if necessary.