CIO View quarterly

History stages a comeback

15. Mrz 2019 Letter to Investors

Defensive as well as offensive

There will be as many opportunities as risks in 2019. Not so bad, after all.

15. Mrz 2019 Focus Topic

History stages a comeback

Politics has become increasingly uncertain. That is no accident.

15. Mrz 2019 Macro Outlook

Just a soft patch?

We are trimming our global growth forecasts again – but only very slightly.

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.

15. Mrz 2019 Equities

Close to fairly valued

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

15. Mrz 2019 Forecasts

Our forecasts

15. Mrz 2019 Multi Asset

Strength through length

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

15. Mrz 2019 ESG

Climate-change risks

Improving climate-related disclosure has emerged as a critical priority.

15. Mrz 2019 Performance

Performance

Performance over the past 5 years (12-month periods)

Our forecasts

Read Article

Videos

All CIO Articles

CIO Archive

Find all articles in our CIO-View-archive.

Read more

CIO View

This website uses cookies in order to improve user experience. If you close this box or continue browsing, we will assume that you are happy with this. For more information about the cookies we use or to find out how you can disable cookies, see our Cookies Notice.

You are now seeing the Italien version of the page despite being located in USA. You can change the country below.

You are about to change the country to Großbritannien despite being located in USA. If you still want to change your region, please click here.

You are about to change the country to Südafrika despite being located in USA. If you still want to change your region, please click here.

You are about to change the country to Österreich despite being located in USA. If you still want to change your region, please click here.

You are about to change the country to Schweiz despite being located in USA. If you still want to change your region, please click here.

You are about to change the country to Deutschland despite being located in USA. If you still want to change your region, please click here.

You are about to change the country to Singapur despite being located in USA. If you still want to change your region, please click here.

You are about to change the country to Frankreich despite being located in USA. If you still want to change your region, please click here.

You are about to change the country to Italien despite being located in USA. If you still want to change your region, please click here.

You are about to change the country to Belgien despite being located in USA. If you still want to change your region, please click here.

You are about to change the country to Spanien despite being located in USA. If you still want to change your region, please click here.

You are about to change the country to Japan despite being located in USA. If you still want to change your region, please click here.

You are about to change the country to Schweden despite being located in USA. If you still want to change your region, please click here.

You are about to change the country to Portugal despite being located in USA. If you still want to change your region, please click here.

You are about to change the country to Niederlande despite being located in USA. If you still want to change your region, please click here.

You are about to change the country to Korea despite being located in USA. If you still want to change your region, please click here.

You are about to change the country to Luxembourg despite being located in USA. If you still want to change your region, please click here.

You are about to change the country to Hong Kong despite being located in USA. If you still want to change your region, please click here.

You are about to change the country to Taiwan despite being located in USA. If you still want to change your region, please click here.

Other country

Other country