CIO Archive

Results: 238 Matches

Mar 12, 2024 CIO Special

Critical Tech offers opportunity amid deglobalization retreat

By: Björn Jesch

Critical technologies are being identified and promoted as deglobalization advances

Macro, Technology
Jul 23, 2020 Macro

Covid-19 and the Internet of Things

Smart networks of mechanical and digital machines have the potential to mitigate future pandemic risks. There are plenty of stumbling blocks, however.

Global, Macro, Technology
Feb 09, 2024 Bonds

Covered bonds start the year strong

In our view, German covered bonds offer an attractive yield pick-up over German government bonds

Americas, Bonds, Europe
Apr 02, 2020 Macro

Coronavirus: Deep recession, but no depression

By: Martin Moryson

The economic slowdown in the first half of 2020 will be unprecedented. In our core scenario, we expect a rebound in the second half.

Macro, Politics, Global
Apr 24, 2020 Fixed Income

Corona and TALF 2.0 – new opportunities ahead

By: Thomas Sweeney

The Fed has expanded the TALF program in an effort to improve financing for households and small businesses.

Fixed Income
May 03, 2024 Inflation

Comparing apples and oranges

A look at underlying inflation components shows a mixed picture. The U.S. Federal Reserve (Fed) is right to be patient.

Central banks, Inflation
Nov 29, 2023 ESG

Circular Economy: Squaring the circle

How moving towards a carbon-neutral and ecologically sustainable circular economy is not only natural but can also be profitable.

Alternatives, Real Estate
Jan 08, 2024 Multi Asset

CIO View Portfolio

By: Björn Jesch

Our monthly presentation showing our current CIO View positioning as well as risk and duration view from a multi-asset perspective.

Multi Asset
Jun 12, 2020 Macro

CIO Special: Fiscal packages – necessary short term, dangerous long term

By: Martin Moryson

The long-term impacts of the Covid-19 emergency fiscal packages will be challenging

Government Bonds, Fixed Income, Politics, Global, Macro
Jul 28, 2021 Commodities

CIO Commodity Commentary

By: Darwei Kung

An OPEC+ agreement – finally

Alternatives, Commodities, Global
Jun 18, 2021 Commodities

CIO Commodity Commentary

By: Darwei Kung

Gold-price setback after hawkish Fed

Alternatives, Commodities, Global
Feb 12, 2021 Commodities

CIO Commodity Commentary

By: Darwei Kung

Less volatile markets ahead of Chinese New Year

Alternatives, Commodities, Global
Jan 20, 2021 Commodities

CIO Commodity Commentary

By: Darwei Kung

The bulls are back in town

Alternatives, Commodities, Global
Dec 17, 2020 Commodities

CIO Commodity Commentary

By: Darwei Kung

After a challenging year, a positive outlook

Alternatives, Commodities, Global
Oct 20, 2020 Commodities

CIO Commodity Commentary

By: Darwei Kung

Gold remains an attractive diversifier

Alternatives, Commodities, Global
Results 151-165 of 238
Results per Page

CIO View