Asset classes

A look behind the main asset classes

Equities

15. Mrz 2019 Equity

Close to fairly valued

Following the recent recovery in equity markets, we remain reasonably confident.

12. Mrz 2019

Americas CIO View

GAAP vs. Non-GAAP EPS and Net Margins: Interpret carefully

28. Feb 2019

Americas CIO View

What to do with small caps and higher beta after this rally?

Read more about equities

Fixed Income

15. Mrz 2019 Fixed Income

Flat yield curve – so what?

Central banks turn dovish as they begin to share investor fears about the economy. But the negativity may be overdone.

18. Dez 2018 Fixed Income

A few opportunities left

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

12. Okt 2018 Fixed Income

Credit, what else?

We see selective opportunities in emerging markets.

Read more about fixed income

Multi Assets

15. Mrz 2019 Multi Asset

Strength through length

The turn of the year was stormy. Longer-term thinking may calm the nerves.

18. Dez 2018 Multi Asset

Ready for anything

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

21. Nov 2018

Capital-market cycles

Can good times last much longer? Insights from our capital-market-cycle model.

Read more about multi assets

Alternative Investments

15. Mrz 2019 Alternatives

No cycle can last forever…

… but in our view, it is still too early, to batten down the hatches.

18. Dez 2018 Alternatives

Maritime opportunities

Container leasing is an undiscovered niche

12. Okt 2018 Alternatives

Essential infrastructure

Why the investment appeal of infrastructure continues to grow.

Read more about alternative investments

Trending topics

15. Jun 2018 Monetary policy

Chart of the week

Looking at real federal funds rates, not a lot has happened after 7 hikes

15. Mrz 2019 Alternatives

No cycle can last forever…

… but in our view, it is still too early, to batten down the hatches.

18. Dez 2018 Alternatives

Maritime opportunities

Container leasing is an undiscovered niche

12. Okt 2018 Alternatives

Essential infrastructure

Why the investment appeal of infrastructure continues to grow.

19. Jul 2018 Alternatives

Fortune favors the brave

A look at the implications of the phenomenal growth in private equity.

CIO View

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