CIO Archive

Results: 270 Matches

Sep 24, 2019 Macro

Japan: tax hike unlikely to harm economy

By: Johannes Müller

After a long struggle, Japan is raising its consumption tax on October 1. Although this will weigh on the economy, we do not believe that it should cause a drastic slump as in 2014.

Politics, Asia & Pacific, Macro
Sep 02, 2024 Asia & Pacific

Japan – still on track

By: Björn Jesch, Lilian Haag

Japan’s financial markets suffered more than most in the early August global market correction. While this shows the perils of leveraged carry trades based on a weak yen, the investment case for the country remains positive.

Equities
Jul 18, 2022 CIO Special

Italian journeys

A lot has changed when it comes to the European government debt market since the Eurozone crises a decade ago – despite the latest political crisis in Italy.

Macro, Eurozone, Fixed Income
Feb 23, 2024 Fixed Income

Italian government bonds beat Bunds

The BTP/Bund spread falls impressively

Fixed Income
Apr 05, 2024 Equities

Is the Swiss franc about to weaken at last?

Since the financial crisis the Swiss currency has trended relentlessly higher against the euro. But recently the first signs of weakness have appeared

Europe, Währungen
Dec 05, 2022 Global

Investment Traffic Lights | Quarterly Edition

By: Björn Jesch

Our monthly market analysis and positioning

Alternatives, Equities, Multi Asset, Fixed Income, Macro
Jun 03, 2022 Global

Investment Traffic Lights | Quarterly Edition

On a 12-month horizon, we are positive on most risk asset classes, even though we expect inflation to keep the markets busy this year.

Alternatives, Equities, Multi Asset, Fixed Income, Global
Dec 03, 2021 Global

Investment Traffic Lights | Quarterly Edition

Omicron and inflation have hit markets. But they probably won’t change the economic outlook much. We con-tinue to believe a good year for the markets lies ahead.

Alternatives, Equities, Multi Asset, Fixed Income, Global
Sep 06, 2021 Global

Investment Traffic Lights | Quarterly Edition

Markets have come well through summer as companies made decent profits and interest yields remained ultra-low. The conditions are good for equities.

Alternatives, Equities, Multi Asset, Fixed Income, Global
Dec 04, 2024 Equities

Investment Traffic Lights

By: Vincenzo Vedda

Our monthly market analysis and positioning

Macro, Alternatives, Equities, Fixed Income
Feb 02, 2024 Alternatives

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Alternatives, Equities, Multi Asset, Fixed Income, Macro
Jan 09, 2024 Alternatives

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Alternatives, Equities, Multi Asset, Fixed Income, Macro
Dec 12, 2023 Alternatives

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Alternatives, Equities, Multi Asset, Fixed Income, Macro
Sep 06, 2023 Alternatives

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Alternatives, Equities, Multi Asset, Fixed Income, Macro
Aug 04, 2023 Alternatives

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Alternatives, Equities, Multi Asset, Fixed Income, Macro
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