Insights

CIO View

Apr 04, 2025 Chart of the week

When businesses stop investing

So far, Trump’s tariff threats are mainly harming sentiment. That could change quite quickly, in ways that would be hard to undo or mitigate.

Apr 03, 2025 CIO Flash

Trump’s Tariffs: Is Free Trade a Thing of the Past?

The imposed tariffs by the Trump administration turned out significantly higher than initially expected

Apr 03, 2025 Investment Traffic Lights

Investment Traffic Lights

The monthly Investment Traffic Lights provide a detailed market analysis and our view on developments in the main asset classes.

Apr 02, 2025 Asia & Pacific

APAC CIO View

China Banks: Signs of Bottoming Out

Mar 28, 2025 Chart of the week

Germany’s emissions fall but more is needed

Continued reductions in greenhouse gas emissions make Germany’s 2030 targets look achievable given continuing efforts – amid a still concerning global picture.

Mar 24, 2025 Letter to Investors

U.S. confusion and European revival

Since Trump took office, U.S. stocks have plunged – his tariff policy worries many. Now there are doubts about growth in the U.S. but hopes for higher growth in Europe. A trend reversal? Nothing is too certain.

Read more

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.