CIO View | What is our investment strategy for the 12 months ahead?

Interest rate cuts, economic developments and a vital bond markets can provide some opportunities for investors. CIO Björn Jesch shares the details.

CIO View Quarterly

Jun 19, 2024 Forecasts

Our forecasts

All forecasts at a glance
Jun 19, 2024 Letter to Investors

Still looking pretty good

The investment environment is not free of challenges. It never is. At the moment, there is a lot going for investors in our core scenario. The prerequisite, however, is that the AI investment boom doesn’t falter.
Mar 27, 2024 Fixed Income

Investing is a cinch

The coming months are likely to bring interesting opportunities for fixed income investors, as the longer-term prospects for fixed-interest assets continue to appear decent.
Mar 20, 2024 Letter to Investors

AI must fix it

No economic slump, falling inflation and the first interest rate cuts. Not a bad environment for capital investments, especially bonds. AI must deliver soon for equities.

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