Our forecasts

All forecasts at a glance

Still looking pretty good

By: Björn Jesch

The investment environment is not free of challenges. It never is. At the moment, there is a lot going for investors in our core scenario. The prerequisite, however, is that the AI investment boom doesn’t falter.

APAC CIO View

By: Ivy-sw Ng

The Chinese Property Market in Flux

Americas CIO View

By: David Bianco

The AI speed train accelerates: Look far ahead, watch your speed

Massively growing demand for natural resources

Increasing consumption in modern consumer society poses an ever-growing global challenge.

Not quite Taylored fit

When and how far U.S. interest rates should fall is quite a judgement call. Simple monetary-policy rules provide quite a wide range of plausible estimates.

Americas CIO View

By: David Bianco

Summer portfolio: Strong sun with fading liquidity, apply sunscreen

Long View Q1: Equity and bond risk premia

By: Jason Chen, Dirk Schlüter

The narrowing gap between equity and bond risk premia

Germany – benefiting from low expectations

By: Björn Jesch

The economy of Europe's recent worst performer could catch up with the rest this year and support equities along the way.

High long-term significance of European elections

Election outcome expected to reflect broader trends and changes

U.S. money market funds - a safe haven?

By: Björn Jesch

U.S. money market funds (MMFs) have experienced massive inflows since the end of 2022. At just above USD 6 trillion, they currently stand at an all-time high

Protest votes, the European way

Elections to the European Parliament are getting close. A quick overview on how they work and why it matters, even if the immediate market impact is likely to be limited.

Americas CIO View

By: David Bianco

Surging AI capex: Macro implications of its size and return on investment?

German public investments too low

Debt brake is increasingly being called into question

U.S. Economic Outlook

By: Christian Scherrmann

Why the Fed will cut rates – sooner or maybe later.