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Results: 393 Matches

Nov 20, 2024 10 Themes

10 Themes - #9: When things look great, be careful

In Theme #9 we look at the increasing cluster risks following Trump's election victory

Equities, Multi Asset
Nov 20, 2024 Europe

Europe’s investment appeal

By: Maria Milina, Michael Lewis, Murray Birt, Dirk Schlüter, Richard Marshall, Ruben Bos

The investment routes to express European Transformation

Europe, Alternatives, Infrastructure, Real Estate
Nov 18, 2024 CIO Flash

Riding Red Ripples

The asset class implications of Donald Trump’s next term in office are becoming clearer

Elections, Politics
Nov 15, 2024 Chart of the week

Debt or Alive?

Many of Trump’s tax and spending promises made on the campaign trail will probably need to be scaled back to reflect the political, fiscal and economic realities.

Americas
Nov 12, 2024 10 Themes

10 Themes - #8: De-dollarization - vision or reality?

The eighth topic in the series analyzes efforts to break the dollar's global dominance.

Currencies
Nov 12, 2024 Americas

Americas CIO View

Trump returns: Priorities are growth and winning

Elections
Nov 07, 2024 CIO Flash

Markets won’t regret change of German government

Even if the global economic cycle and new U.S. policies might dominate markets in the short term, a change of government could provide new impetus for German equities.

Elections, Politics
Nov 06, 2024 CIO Flash

Trump 2.0?

Trump trade of recent weeks looks set to continue

Elections
Nov 05, 2024 Equities

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Macro, Alternatives, Equities, Fixed Income
Nov 01, 2024 Asia Pacific

APAC CIO View

Supply Chain Diversification: Future Opportunities in ASEAN Market

Asia Pacific
Oct 31, 2024 10 Themes

10 Themes - #7: Defensive, innovative, growing: the healthcare sector

In theme 7 of our series, we look at what the healthcare sector has to offer in times of lackluster economic data and falling interest rates.

Health Care
Oct 29, 2024 Politics

Political hot potatoes wherever you look

By: Björn Jesch

Markets have recently been gripped by election fever. To identify potential opportunities, it's useful to examine the one major election this year that largely flew under investors' radar.

Elections, Politics
Oct 29, 2024 Alternatives

Direct Lending Markets in Europe and the US

By: Michael Verhoeven, Maria Milina

Many similarities and a few nuances

Alternatives, Europe, ESG
Oct 28, 2024 CIO Special

November surprises

By: Björn Jesch, Peter Doralt, Francis (Frank) J. Kelly

What to expect, as we head into the homestretch of another U.S. electoral nailbiter

Americas, Elections
Oct 22, 2024 10 Themes

10 Themes - #6: A Commodity Supercycle?

The preconditions for a significant rise in prices are analyzed in the sixth issue of this series.

Commodities
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