Asset classes

A look behind the main asset classes

Equities

May 13, 2019 Americas

Into the trenches?

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

May 13, 2019

Americas CIO View

The summer of tariffs: the heat is going up, seek shade

May 06, 2019

Americas CIO View

An active skill metric: Bianco's beta adjusted information ratio

Read more about equities

Fixed Income

Apr 26, 2019 Government Bonds

The point of no returns

Chart of the week

Apr 11, 2019 Central banks

An ECB gift with worrying strings attached

Introducing a tiering system might further delay monetary normalization.

Apr 05, 2019 Emerging Markets

Emerging turnaround?

Encouraging economic signals from emerging markets confirm our positive view.

Read more about fixed income

Multi Assets

Mar 15, 2019 Multi Asset

Strength through length

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

Dec 18, 2018

Ready for anything

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

Dec 18, 2018 Focus Topic

Beyond the business cycle

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

Read more about multi assets

Alternative Investments

May 17, 2019 Industry

In the eye of the storm

Chart of the week

May 16, 2019

CIO Commodity Commentary

Our monthly analysis and outlook on commodities

May 13, 2019 Americas

Into the trenches?

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

Read more about alternative investments

Trending topics

Mar 15, 2019 Fixed Income

Flat yield curve – so what?

Central banks turn dovish as they begin to share investor fears about the economy. But the negativity may be overdone.

Apr 05, 2019 Emerging Markets

Emerging turnaround?

Encouraging economic signals from emerging markets confirm our positive view.

Mar 15, 2019 ESG

Climate-change risks

Improving climate-related disclosure has emerged as a critical priority.

Dec 18, 2018 ESG

Technology: creative & destructive

The winners and losers in an age of digitalization, automation and modernization

CIO View

This website uses cookies in order to improve user experience. If you close this box or continue browsing, we will assume that you are happy with this. For more information about the cookies we use or to find out how you can disable cookies, see our Cookies Notice.

You are now seeing the Singapore version of the page despite being located in USA. You can change the country below.

You are about to change the country to United Kingdom despite being located in USA. If you still want to change your region, please click here.

You are about to change the country to South Africa despite being located in USA. If you still want to change your region, please click here.

You are about to change the country to Austria despite being located in USA. If you still want to change your region, please click here.

You are about to change the country to Switzerland despite being located in USA. If you still want to change your region, please click here.

You are about to change the country to Germany despite being located in USA. If you still want to change your region, please click here.

You are about to change the country to Singapore despite being located in USA. If you still want to change your region, please click here.

You are about to change the country to France despite being located in USA. If you still want to change your region, please click here.

You are about to change the country to Italy despite being located in USA. If you still want to change your region, please click here.

You are about to change the country to Belgium despite being located in USA. If you still want to change your region, please click here.

You are about to change the country to Spain despite being located in USA. If you still want to change your region, please click here.

You are about to change the country to Japan despite being located in USA. If you still want to change your region, please click here.

You are about to change the country to Sweden despite being located in USA. If you still want to change your region, please click here.

You are about to change the country to Portugal despite being located in USA. If you still want to change your region, please click here.

You are about to change the country to Netherlands despite being located in USA. If you still want to change your region, please click here.

You are about to change the country to Korea despite being located in USA. If you still want to change your region, please click here.

You are about to change the country to Luxembourg despite being located in USA. If you still want to change your region, please click here.

You are about to change the country to Hong Kong despite being located in USA. If you still want to change your region, please click here.

You are about to change the country to Taiwan despite being located in USA. If you still want to change your region, please click here.

Other country

Other country