Asset classes

A look behind the main asset classes

Equities

21. Mai 2019

Americas CIO View

Significant tariffs likely to stay: A 3 to 5 USD reset to S&P 500 EPS expected

13. Mai 2019 Americas

Into the trenches?

The current trade dispute could be the beginning of something worse.

13. Mai 2019

Americas CIO View

The summer of tariffs: the heat is going up, seek shade

Read more about equities

Fixed Income

26. Apr 2019 Government Bonds

The point of no returns

Chart of the week

11. Apr 2019 Central banks

An ECB gift with worrying strings attached

Introducing a tiering system might further delay monetary normalization.

05. Apr 2019 Emerging Markets

Emerging turnaround?

Encouraging economic signals from emerging markets confirm our positive view.

Read more about fixed income

Multi Assets

15. Mrz 2019 Multi Asset

Strength through length

The turn of the year was stormy. Longer-term thinking may calm the nerves.

18. Dez 2018 Focus Topic

Beyond the business cycle

Focusing purely on "where we are in the cycle" risks overlooking structural changes

18. Dez 2018

Ready for anything

Despite an optimistic outlook, our portfolios are ready for turbulent times.

Read more about multi assets

Alternative Investments

21. Mai 2019

U.S. Economic Outlook

Monthly review and outlook on the U.S. economy

21. Mai 2019

Americas CIO View

Significant tariffs likely to stay: A 3 to 5 USD reset to S&P 500 EPS expected

17. Mai 2019 Industry

In the eye of the storm

Chart of the week

Read more about alternative investments

Trending topics

15. Mrz 2019 Fixed Income

Flat yield curve – so what?

Central banks turn dovish as they begin to share investor fears about the economy. But the negativity may be overdone.

15. Mrz 2019 ESG

Climate-change risks

Improving climate-related disclosure has emerged as a critical priority.

18. Dez 2018 ESG

Technology: creative & destructive

The winners and losers in an age of digitalization, automation and modernization

12. Okt 2018 ESG

A changing climate

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

18. Apr 2019 Germany

Will German consumers come to the rescue?

Chart of the week

CIO View

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