Insights

Our evaluations and analyses

CIO View

19. Okt 2018 Macroeconomics

October strikes again

Chart of the week

19. Okt 2018 Macroeconomics

Americas CIO View

Upside now worth the risks

12. Okt 2018 Macroeconomics

What does fall have in store?

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

12. Okt 2018 Macroeconomics

Casualties of trade conflicts

How emerging markets became early victims of the simmering global trade war.

12. Okt 2018 Macroeconomics

A changing climate

What to make of the growing frequency and intensity of extreme weather events

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Global Research Institute

18. Okt 2018

Don’t be fooled by low volatility

Just because realised volatility is low in many developed equity markets doesn’t mean things are calm below the surface. Extreme moves at the edges of the distribution of returns compared with the middle reached a record high this year.

05. Okt 2018

The quant road to ESG integration

Applying a quantitative approach to ESG integration offers big benefits to clients.

05. Sep 2018

Dynamic factor investing

There has never been a better time to look at factors. Not only have single and multi-factor approaches been refined, but dynamic strategies offer a powerful new way to invest.

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