CIO Archive

Results: 265 Matches

Apr 24, 2020 Fixed Income

Corona and TALF 2.0 – new opportunities ahead

By: Thomas Sweeney

The Fed has expanded the TALF program in an effort to improve financing for households and small businesses.

Fixed Income
May 03, 2024 Inflation

Comparing apples and oranges

A look at underlying inflation components shows a mixed picture. The U.S. Federal Reserve (Fed) is right to be patient.

Central banks, Inflation
Dec 06, 2024 Chart of the week

Closing the German gender investment gap

The rise in women’s wealth is reshaping finance. Germany shows how asset managers can play key roles in increasing their market participation to bridge gender inequality.

Equities, Fixed Income, Allocation
Jan 08, 2024 Multi Asset

CIO View Portfolio

By: Björn Jesch

Our monthly presentation showing our current CIO View positioning as well as risk and duration view from a multi-asset perspective.

Multi Asset
Jun 12, 2020 Macro

CIO Special: Fiscal packages – necessary short term, dangerous long term

By: Martin Moryson

The long-term impacts of the Covid-19 emergency fiscal packages will be challenging

Government Bonds, Fixed Income, Politics, Global, Macro
Jul 28, 2021 Commodities

CIO Commodity Commentary

By: Darwei Kung

An OPEC+ agreement – finally

Alternatives, Commodities, Global
Jun 18, 2021 Commodities

CIO Commodity Commentary

By: Darwei Kung

Gold-price setback after hawkish Fed

Alternatives, Commodities, Global
Feb 12, 2021 Commodities

CIO Commodity Commentary

By: Darwei Kung

Less volatile markets ahead of Chinese New Year

Alternatives, Commodities, Global
Jan 20, 2021 Commodities

CIO Commodity Commentary

By: Darwei Kung

The bulls are back in town

Alternatives, Commodities, Global
Dec 17, 2020 Commodities

CIO Commodity Commentary

By: Darwei Kung

After a challenging year, a positive outlook

Alternatives, Commodities, Global
Oct 20, 2020 Commodities

CIO Commodity Commentary

By: Darwei Kung

Gold remains an attractive diversifier

Alternatives, Commodities, Global
Sep 22, 2020 Commodities

CIO Commodity Commentary

By: Darwei Kung

Oil will likely grind higher

Alternatives, Commodities, Global
Aug 17, 2020 Commodities

CIO Commodity Commentary

By: Darwei Kung

Gold is keeping us excited

Alternatives, Commodities, Global
Jul 29, 2020 Commodities

CIO Commodity Commentary

By: Darwei Kung

No recovery yet

Alternatives, Commodities
Jun 15, 2020 Commodities

CIO Commodity Commentary

By: Darwei Kung

Optimism overdone

Alternatives, Commodities
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