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Insights
Our evaluations and analyses
CIO View
Jun 28, 2024
Macro
Two years of yield curve inversion in the U.S.
Recession looks likely to be avoided this time
Jun 24, 2024
CIO Special
Despite recent volatility, corporate bonds are likely to continue benefiting from solid demand
Corporate bonds are currently in high demand. Despite already expensive spreads, in our opinion there is no trend reversal to be feared due to a healthy environment.
Jun 21, 2024
Europa
French recipes for a change
In markets as in politics, perceptions often matter more than electoral realities. That helps explain why markets got spooked by snap elections in France.
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.
Jun 18, 2024
Real Estate
APAC CIO View
The Chinese Property Market in Flux
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Investment Topics
Back to normal? How Asian insurers are responding to rising interest rates
Rising interest rates have resulted in significant losses on the existing portfolios of Asian insurers while the overall impact on their solvency position has been positive.
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CIO View