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Articles

Results: 398 Matches

Feb 10, 2023 Eurozone

When monetary policy gets complicated

Market participants appear to feel far more certain than the ECB itself that they already know what interest rates will be appropriate. We try to explain why.

Central banks, Americas, Interest rates
Feb 03, 2023 Alternatives

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Alternatives, Equities, Multi Asset, Fixed Income, Macro
Feb 03, 2023 Macro

Inflation, Japanese-style, at long last

For now, there are good reasons for the Bank of Japan to remain fairly relaxed about any potential wage-price spiral.

Central banks, Americas, Interest rates
Jan 30, 2023 Equities

Americas CIO View

By: David Bianco

Super profits of 2021-2022: New norms or exceptional circumstances?

Equities, Americas
Jan 27, 2023 Fixed Income

One January doesn’t make a December

Investors began the year in quite a relaxed mood and there are some good reasons for that. But it would be premature to be too confident about the prospects for the year as a whole.

Central banks, Americas, Interest rates
Jan 23, 2023 Equities

Americas CIO View

By: David Bianco

A long year ahead and opportunity cash now pays interest: Be patient!

Equities, Americas
Jan 23, 2023 ESG

More work ahead for COP28

By: Michael Lewis

Recap of the World Climate Summit 2022

Macro
Jan 20, 2023 APAC CIO View

APAC CIO View

A giant leap into the Year of the Rabbit for China

Asia & Pacific, Equities
Jan 20, 2023 Central banks

When it makes sense (not) to “fight the Fed”

Last year was unusual in market participants proving quite prescient in predicting U.S. interest rates. Paradoxically, that probably makes a repeat in 2023 less likely.

Central banks, Americas, Interest rates
Jan 13, 2023 Equities

Europe’s relative strength

Younger investors might have been caught off guard by the recent outperformance of European stocks versus their U.S. peers. We think it may well continue.

Equities, Europa, Americas
Jan 06, 2023 Alternatives

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Alternatives, Equities, Multi Asset, Fixed Income, Macro
Jan 06, 2023 Fixed Income

Of Bund yields and paradigm shifts

In 2023, occasionally looking at an issue through pre-2010 paradigms might be quite helpful. Yields on German government bonds are a case in point.

Fixed Income
Dec 15, 2022 European Transformation

A Framework for European Transformation

By: Francesco Curto, Johannes Müller, Murray Birt, Peter Doralt

Why has European Transformation become a matter of urgency? Read our report to learn more and about role real estate can play in the Europe's transformation journey.

Macro, Alternatives
Dec 09, 2022 Fixed Income

The redeeming qualities of global real estate

By: Björn Jesch

With inflation likely to remain sticky and unpredictable, both listed and non-listed real estate look like increasingly reasonable alternatives to other asset classes.

Fixed Income
Dec 05, 2022 Global

Investment Traffic Lights | Quarterly Edition

By: Björn Jesch

Our monthly market analysis and positioning

Alternatives, Equities, Multi Asset, Fixed Income, Macro
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