CIO View quarterly

Casualties of conflict

12. Okt 2018 Macroeconomics

What does fall have in store?

2018 better than expected so far. A good or bad signal for the cycle?

12. Okt 2018 Macroeconomics

Casualties of trade conflicts

How emerging markets became early victims of the simmering global trade war.

12. Okt 2018 Macroeconomics

A changing climate

What to make of the growing frequency and intensity of extreme weather events

28. Nov 2018 Macro

G20 summit: no big deal, we guess

Expect headlines and volatility, but no sustainable progress in trade talks

12. Okt 2018 Macroeconomics

Credit, what else?

We see selective opportunities in emerging markets.

23. Nov 2018 Equities

U.S. equities – a tough choice, but a good one

After the correction we view U.S. equities positively again, despite many risks

12. Okt 2018 Macroeconomics

Essential infrastructure

Why the investment appeal of infrastructure continues to grow.

21. Nov 2018 Multi Asset

Capital-market cycles

Can good times last much longer? Insights from our capital-market-cycle model.

12. Okt 2018 Macroeconomics

Performance

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Our forecasts

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