Asset classes

A look behind the main asset classes

Equities

24. Mai 2019

Americas CIO View

S&P 500 margin hurt by trade tariffs, total payout at cycle high

21. Mai 2019

Americas CIO View

Significant tariffs likely to stay: A 3 to 5 USD reset to S&P 500 EPS expected

13. Mai 2019

Into the trenches?

The current trade dispute could be the beginning of something worse.

Read more about equities

Fixed Income

26. Apr 2019

The point of no returns

Chart of the week

11. Apr 2019 Central banks

An ECB gift with worrying strings attached

Introducing a tiering system might further delay monetary normalization.

05. Apr 2019

Emerging turnaround?

Encouraging economic signals from emerging markets confirm our positive view.

Read more about fixed income

Multi Assets

15. Mrz 2019 Multi Asset

Strength through length

The turn of the year was stormy. Longer-term thinking may calm the nerves.

18. Dez 2018 Focus Topic

Beyond the business cycle

Focusing purely on "where we are in the cycle" risks overlooking structural changes

18. Dez 2018

Ready for anything

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

Read more about multi assets

Alternative Investments

24. Mai 2019

Americas CIO View

S&P 500 margin hurt by trade tariffs, total payout at cycle high

21. Mai 2019

U.S. Economic Outlook

Monthly review and outlook on the U.S. economy

21. Mai 2019

Americas CIO View

Significant tariffs likely to stay: A 3 to 5 USD reset to S&P 500 EPS expected

24. Mai 2019 Inflation

Diminished expectations

Chart of the week

Read more about alternative investments

Trending topics

15. Jun 2018 Monetary policy

Chart of the week

Looking at real federal funds rates, not a lot has happened after 7 hikes

27. Apr 2018 Currencies

Chart of the week

U.S. bond yields leave German yields further behind. Is the dollar following suit?

Chart of the Week

Why emerging markets may be less vulnerable than they used to be

24. Mai 2018 Currencies

Italy's new coalition might not prove that scary

Italian political turmoil might prove less worrisome than many think.

16. Apr 2018 Monetary policy

Pockets of opportunity

We continue to see opportunities, especially in high yield. Buy the dips.

CIO View

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