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Results: 384 Matches

Jun 02, 2023 Americas

Americas CIO View

By: David Bianco

Stubborn inflation, deteriorating US fiscal health to curb bonds and stocks

Americas
Jun 02, 2023 Fixed Income

European bank bonds show surprising anxiety

Europe’s bank sector has proven resilient since the Credit Suisse rescue but AT1 bonds have still not fully recovered – making them all the more attractive, in our view.

Fixed Income, Bonds
Jun 01, 2023 European Transformation

Solutions to drive Europe’s transformation

By: Johannes Müller, Michael Lewis, Murray Birt, Maria Milina

To address the structural forces holding back European growth and investment returns requires a significant transformation of the European economy.

Europe, ESG
May 30, 2023 Americas

Americas CIO View

By: David Bianco

No ceiling, no landing: 3-5% inflation cruising altitude

Americas, Inflation, Macro, Interest rates
May 26, 2023 ESG

Dialing up climate finance to emerging markets

How World Bank reforms might help attract more private sector capital, which is urgently needed to meet greenhouse gas emission targets

Europe
May 24, 2023 Macro

That latest debt-ceiling drama

By: Björn Jesch

We remain confident that a small deal can get struck in time, paving the way for more deals later

Macro
May 23, 2023 ESG

Changing the flow of global climate finance

ESG, Macro, Alternatives
May 17, 2023 Central banks

U.S. Economic Outlook

By: Christian Scherrmann

Slowing down the U.S. Economy

Central banks, Macro
May 16, 2023 Multi Asset

Long View Q1: Monetary tightening

By: Jason Chen, Christian Scherrmann, Dirk Schlüter

Transmission of monetary tightening into financial conditions and demand destruction

Multi Asset, Interest rates, Monetary policy
May 15, 2023 Americas

Americas CIO View

By: David Bianco

Surviving tribulations of beta management: Be patient and busy elsewhere

Americas, Technology, Equities
May 12, 2023 Europe

Are the industry and the Dax going their separate ways?

The latest order intake and production figures of the German industry seem discouraging at first glance. At second glance, things look less dire.

Europe
May 11, 2023 Alternatives

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Alternatives, Equities, Multi Asset, Fixed Income, Macro
May 05, 2023 Currencies

That perennial de-dollarization debate

Given how entrenched the greenback’s position is in international trade and finance, this probably won’t be the last debate on de-dollarization.

Central banks, Americas, Macro
May 02, 2023 Equities

Artificial Intelligence – The Journey Begins

The first quarter of 2023 will likely go down in history as the time when the world became aware that the “cognitive” abilities of information machines hit a tipping point.

Equities
Apr 28, 2023 Interest rates

What U.S. interest rates are (and aren’t) telling us

According to futures markets, investors expect Fed rate cuts starting in September. We think this prediction should be taken with a grain of salt.

Central banks, Americas, Macro
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