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Decarbonizing Corporate America will be discussed on the New York Climate Week. Adopting science-based emission reduction targets might help.
Some U.S. households are clearly getting squeezed by higher interest rates. How much of a macroeconomic impact this will have is surprisingly tricky, however.
Should investors in U.S. government bonds be worried about what a Trump election win would mean for their asset class? We see good reasons to expect yields to rise.
As a relatively young asset class, cryptocurrencies, in our view, could be a valuable portfolio addition in an uncertain (rather than just a risky) world
It would be premature to read too much into the tighter correlations post pandemic, not least given recent declines.
By: Björn Jesch
Critical technologies are being identified and promoted as deglobalization advances
Smart networks of mechanical and digital machines have the potential to mitigate future pandemic risks. There are plenty of stumbling blocks, however.
In our view, German covered bonds offer an attractive yield pick-up over German government bonds
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.
By: Thomas Sweeney
The Fed has expanded the TALF program in an effort to improve financing for households and small businesses.
A look at underlying inflation components shows a mixed picture. The U.S. Federal Reserve (Fed) is right to be patient.
How moving towards a carbon-neutral and ecologically sustainable circular economy is not only natural but can also be profitable.
Our monthly presentation showing our current CIO View positioning as well as risk and duration view from a multi-asset perspective.
The long-term impacts of the Covid-19 emergency fiscal packages will be challenging
By: Darwei Kung
An OPEC+ agreement – finally
