CIO View quarterly

Beyond the business cycle

Oct 12, 2018 Macroeconomics

What does fall have in store?

2018 better than expected so far. A good or bad signal for the cycle?

Dec 18, 2018 Focus

Beyond the business cycle

Focusing purely on "where we are in the cycle" risks overlooking structural changes

Dec 18, 2018 ESG

Technology: creative & destructive

The winners and losers in an age of digitalization, automation and modernization

Dec 18, 2018 Macro

Steady as she goes

The world economy retains a more solid footing than you might think.

Dec 18, 2018 Fixed Income

A few opportunities left

Despite moderate rate rises, it remains too early to count out fixed income.

Dec 18, 2018 Equities

Year-end turbulence

Plummeting equity prices reflect many anxieties. We remain confident for 2019.

Dec 18, 2018 Alternatives

Maritime opportunities

Container leasing is an undiscovered niche

Dec 18, 2018 Multi Asset

Ready for anything

Despite an optimistic outlook, our portfolios are ready for turbulent times.

Dec 18, 2018 Performance

Performance

All performance at a glance

Our forecasts

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