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By: Johannes Müller
Smart networks of mechanical and digital machines have the potential to mitigate future pandemic risks. There are plenty of stumbling blocks, however.
In our view, German covered bonds offer an attractive yield pick-up over German government bonds
By: Martin Moryson
The economic slowdown in the first half of 2020 will be unprecedented. In our core scenario, we expect a rebound in the second half.
By: Thomas Sweeney
The Fed has expanded the TALF program in an effort to improve financing for households and small businesses.
A look at underlying inflation components shows a mixed picture. The U.S. Federal Reserve (Fed) is right to be patient.
How moving towards a carbon-neutral and ecologically sustainable circular economy is not only natural but can also be profitable.
By: Björn Jesch
Our monthly presentation showing our current CIO View positioning as well as risk and duration view from a multi-asset perspective.
The long-term impacts of the Covid-19 emergency fiscal packages will be challenging
By: Darwei Kung
Our monthly analysis and outlook on commodities
Volatile times ahead
A united OPEC and trade headlines
Finally a phase-one deal – and now?
Post the oil-price inflection
Optimism overdone
No recovery yet
