Asset classes

A look behind the main asset classes

Equities

12. Feb 2019 Americas CIO View

Americas CIO View

Five reasons why the S&P 500 P/E should be higher or lower than historical values

18. Dez 2018 Equity

Year-end turbulence

Plummeting equity prices reflect many anxieties. We remain confident for 2019.

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

Read more about equities

Fixed Income

18. Dez 2018 Fixed Income

A few opportunities left

Despite moderate rate rises, it remains too early to count out fixed income.

12. Okt 2018 Fixed Income

Credit, what else?

We see selective opportunities in emerging markets.

19. Jul 2018 Fixed Income

Goodbye Goldilocks

Tail risks are increasing, but selective opportunities remain.

Read more about fixed income

Multi Assets

18. Dez 2018 Multi Asset

Ready for anything

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

21. Nov 2018

Capital-market cycles

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

12. Okt 2018

Harmony – with off notes

Economy and markets continue their upswing, but the risks are getting bigger.

Read more about multi assets

Alternative Investments

18. Dez 2018 Alternatives

Maritime opportunities

Container leasing is an undiscovered niche

12. Okt 2018 Alternatives

Essential infrastructure

Why the investment appeal of infrastructure continues to grow.

19. Jul 2018 Alternatives

Fortune favors the brave

A look at the implications of the phenomenal growth in private equity.

Read more about alternative investments

Trending topics

07. Dez 2017 Monetary policy

Our forecasts

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. Dez 2018 Fixed Income

A few opportunities left

Despite moderate rate rises, it remains too early to count out fixed income.

12. Okt 2018 Fixed Income

Credit, what else?

We see selective opportunities in emerging markets.

CIO View

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