CIO Archive

No economic slump, falling inflation and the first interest rate cuts. Not a bad environment for capital investments, especially bonds. AI must deliver soon for equities.

Alternatives, Fixed Income, Equities, Macro, Multi Asset

Apr 17, 2023 Macro

Aging societies – the end of “Japanification”

“Japanification” = shorthand for countries with persisting low inflation and yields, but the comparisons fall short

Macro

Jul 14, 2023 Macro

After the pandemic savings glut

Why we think there might still be excess savings left, even among U.S. households, to keep the global economy rolling for a little longer.

Consumer staples

Jul 05, 2024 Central banks

After the June cut: what’s ahead for ECB rates

The ECB cut its policy rates in June, as expected. But that does not mean that the Frankfurt- based central bank will cut again in July.

Central banks, Interest rates

Nov 22, 2024 Letter to Investors

2025: continuation amid disruptions

By: Vincenzo Vedda

As Europe and China are not really getting into their stride, it is once again up to the U.S. and above all its consumers to keep the rally going. In our core scenario, we believe they can do that.

Alternatives, Fixed Income, Equities, Macro, Multi Asset

Nov 22, 2023 Letter to Investors

2024 – it could be good, by year end

By: Björn Jesch

How optimistic can we be about investments in 2024 if the year starts with a recession? We can to some extent because our forecasts focus on the end of the year.

Alternatives, Fixed Income, Equities, Macro, Multi Asset

Nov 29, 2021 Global

2022 – strong enough for monetary detox?

The global economy should grow above potential in 2022, with inflation worries proving worse than inflation itself. Declining monetary support could unsettle markets, however.

Global, Equities, Fixed Income, Macro

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