Asset classes

A look behind the main asset classes

Equities

Nov 23, 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

Oct 12, 2018 Macroeconomics

Tech is king – everywhere?

As Silicon Valley's lead widens, not everyone is profiting.

Jul 19, 2018

Cautiously optimistic

For the time being we are focusing more on sectors than countries.

Read more about equities

Fixed Income

Oct 12, 2018 Macroeconomics

Credit, what else?

We see selective opportunities in emerging markets.

Jul 19, 2018

Goodbye Goldilocks

Tail risks are increasing, but selective opportunities remain.

Apr 17, 2018

Pockets of opportunity

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

Read more about fixed income

Multi Assets

Nov 21, 2018 Multi Asset

Capital-market cycles

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

Oct 12, 2018 Macroeconomics

Harmony – with off notes

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

Jul 19, 2018

A never-ending late cycle

Still, the good economy just about trumps bad politics – and we remain optimistic.

Read more about multi assets

Alternative Investments

Oct 12, 2018 Macroeconomics

Essential infrastructure

Why the investment appeal of infrastructure continues to grow.

Jul 19, 2018

Fortune favors the brave

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

Apr 17, 2018

Another solid year expected

We remain positive on real estate, but a global diversified approach is vital.

Read more about alternative investments

CIO View

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