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Our evaluations and analyses

CIO View

Nov 20, 2024 10 Themes

10 Themes - #9: When things look great, be careful

In Theme #9 we look at the increasing cluster risks following Trump's election victory
Nov 18, 2024 CIO Flash

Riding Red Ripples

The asset class implications of Donald Trump’s next term in office are becoming clearer
Nov 15, 2024 Chart of the week

Debt or Alive?

Many of Trump’s tax and spending promises made on the campaign trail will probably need to be scaled back to reflect the political, fiscal and economic realities.
Nov 12, 2024 10 Themes

10 Themes - #8: De-dollarization - vision or reality?

The eighth topic in the series analyzes efforts to break the dollar's global dominance.
Nov 12, 2024 Americas

Americas CIO View

Trump returns: Priorities are growth and winning
Nov 07, 2024 CIO Flash

Markets won’t regret change of German government

Even if the global economic cycle and new U.S. policies might dominate markets in the short term, a change of government could provide new impetus for German equities.
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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