Two years of yield curve inversion in the U.S.

Recession looks likely to be avoided this time

Despite recent volatility, corporate bonds are likely to continue benefiting from solid demand

By: Björn Jesch

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.

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.

Our forecasts

All forecasts at a glance

Still looking pretty good

By: Björn Jesch

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.

APAC CIO View

By: Ivy-sw Ng

The Chinese Property Market in Flux

Americas CIO View

By: David Bianco

The AI speed train accelerates: Look far ahead, watch your speed

Massively growing demand for natural resources

Increasing consumption in modern consumer society poses an ever-growing global challenge.

Not quite Taylored fit

When and how far U.S. interest rates should fall is quite a judgement call. Simple monetary-policy rules provide quite a wide range of plausible estimates.

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Americas CIO View

By: David Bianco

Summer portfolio: Strong sun with fading liquidity, apply sunscreen

Germany – benefiting from low expectations

By: Björn Jesch

The economy of Europe's recent worst performer could catch up with the rest this year and support equities along the way.

High long-term significance of European elections

Election outcome expected to reflect broader trends and changes

U.S. money market funds - a safe haven?

By: Björn Jesch

U.S. money market funds (MMFs) have experienced massive inflows since the end of 2022. At just above USD 6 trillion, they currently stand at an all-time high

Protest votes, the European way

Elections to the European Parliament are getting close. A quick overview on how they work and why it matters, even if the immediate market impact is likely to be limited.