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Insights
Our evaluations and analyses
CIO View
Mar 10, 2025
Investment Traffic Lights
Investment Traffic Lights
The monthly Investment Traffic Lights provide a detailed market analysis and our view on developments in the main asset classes.
Mar 07, 2025
Chart of the week
Springtime for Germany’s DAX?
The DAX has hit a record high, outperforming smaller German stocks. Investors expect a business-friendly government. But many challenges remain.
Mar 06, 2025
CIO Flash
Europe: the wake-up call has been heard
More defence, more investment, more debt, more growth
Mar 03, 2025
Asia & Pacific
APAC CIO View
India Consumption Slowdown: Cyclical or Structural?
Feb 28, 2025
Americas
Americas CIO View
Altitude Sickness: Breathe, go slowly, stick to the big markers
Feb 28, 2025
Chart of the week
India will grow but needs to change the mix
Though the medium-term growth outlook looks resilient, a stronger manufacturing sector is needed to create jobs.
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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
