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All forecasts at a glance
Investors began the year in quite a relaxed mood and there are some good reasons for that. But it would be premature to be too confident about the prospects for the year as a whole.
In 2023, occasionally looking at an issue through pre-2010 paradigms might be quite helpful. Yields on German government bonds are a case in point.
By: Björn Jesch, Peter Doralt, Francis (Frank) J. Kelly
What to expect, as we head into the homestretch of another U.S. electoral nailbiter
When and how far U.S. interest rates should fall is quite a judgement call. Simple monetary-policy rules provide quite a wide range of plausible estimates.
By: Björn Jesch
Even if this year's extreme developments do not recur in 2023, there will be no lack of challenges. But investors at least have more possibilities as bonds revive.
By: Paul Kelly
Global Head of Alternatives | Paul Kelly
For a year now, equity markets have been running ahead of the money supply. You can look at it one way or another, but stocks have one less stimulus to benefit from.
Increasing consumption in modern consumer society poses an ever-growing global challenge.
