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Results: 264 Matches

Jun 16, 2023 ESG

Fires show the limits of climate adaptation

The economic impact of climate change is demonstrated by seeing, feeling and smelling wildfire smoke. Measuring and forecasting all their costs is a lot harder.

ESG
Jun 08, 2023 Alternatives

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Alternatives, Equities, Multi Asset, Fixed Income, Macro
Jun 06, 2023 Letter to Investors

Little growth, much uncertainty, decent returns

By: Björn Jesch

Over a twelve-month horizon, we expect decent overall returns across many asset classes despite lackluster economic growth and sticky inflation.

Fixed Income, Equities
Jun 06, 2023 Forecasts

Our forecasts

All forecasts at a glance

Fixed Income, Macro, Equities, Alternatives, Commodities
Jun 05, 2023 Dividend

Dividend stocks – all-rounder in tricky times

By: Björn Jesch

The relatively calm markets of the past two months should not hide a certain disorientation among investors, reflecting the great uncertainties on the economy and inflation. Dividend stocks may help investors weather economic storms.

Dividend
Jun 02, 2023 Americas

Americas CIO View

By: David Bianco

Stubborn inflation, deteriorating US fiscal health to curb bonds and stocks

Americas
Jun 02, 2023 Fixed Income

European bank bonds show surprising anxiety

Europe’s bank sector has proven resilient since the Credit Suisse rescue but AT1 bonds have still not fully recovered – making them all the more attractive, in our view.

Fixed Income, Bonds
May 30, 2023 Americas

Americas CIO View

By: David Bianco

No ceiling, no landing: 3-5% inflation cruising altitude

Americas, Inflation, Macro, Interest rates
May 26, 2023 ESG

Dialing up climate finance to emerging markets

How World Bank reforms might help attract more private sector capital, which is urgently needed to meet greenhouse gas emission targets

Europa
May 24, 2023 Macro

That latest debt-ceiling drama

By: Björn Jesch

We remain confident that a small deal can get struck in time, paving the way for more deals later

Macro
May 17, 2023 Central banks

U.S. Economic Outlook

By: Christian Scherrmann

Slowing down the U.S. Economy

Central banks, Macro
May 15, 2023 Americas

Americas CIO View

By: David Bianco

Surviving tribulations of beta management: Be patient and busy elsewhere

Americas, Technology, Equities
May 12, 2023 Europa

Are the industry and the Dax going their separate ways?

The latest order intake and production figures of the German industry seem discouraging at first glance. At second glance, things look less dire.

Europa
May 11, 2023 Alternatives

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Alternatives, Equities, Multi Asset, Fixed Income, Macro
May 05, 2023 Currencies

That perennial de-dollarization debate

Given how entrenched the greenback’s position is in international trade and finance, this probably won’t be the last debate on de-dollarization.

Central banks, Americas, Macro
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