CIO Archive

Results: 270 Matches

May 17, 2024 Europa

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.

Europa, Elections
Oct 29, 2024 Politics

Political hot potatoes wherever you look

By: Björn Jesch

Markets have recently been gripped by election fever. To identify potential opportunities, it's useful to examine the one major election this year that largely flew under investors' radar.

Elections, Politics
Mar 03, 2023 Americas

Plenty of U.S. jobs, still too few takers

Never since the 1940s have so many U.S. job openings coincided with so few job seekers. This help explain why the Fed is likely to continue its hawkishly cautious stance.

Central banks, Americas, Macro
Oct 20, 2020 Elections

Our probably final updates on U.S. election probabilities

By: Johannes Müller

Looking good for Democrats – don't count out the underdogs, though

Americas, Macro, Elections
Nov 21, 2024 Forecasts

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Macro, Multi Asset, Equities, Fixed Income, Alternatives
Sep 12, 2024 Forecasts

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Macro, Multi Asset, Equities, Fixed Income, Alternatives
Jun 19, 2024 Forecasts

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Macro, Multi Asset, Equities, Fixed Income, Alternatives
Mar 19, 2024 Forecasts

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Macro, Multi Asset, Equities, Fixed Income, Alternatives
Jun 06, 2023 Forecasts

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Fixed Income, Macro, Equities, Alternatives, Commodities
Mar 10, 2023 Forecasts

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Fixed Income, Macro, Equities, Alternatives, Commodities
Nov 21, 2022 Forecasts

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Fixed Income, Macro, Equities, Alternatives, Commodities
Nov 29, 2021 Forecasts

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Currencies, Fixed Income, Macro, Equities
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 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
Oct 28, 2024 CIO Special

November surprises

By: Björn Jesch, Peter Doralt, Francis (Frank) J. Kelly

What to expect, as we head into the homestretch of another U.S. electoral nailbiter

Americas, Elections
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