Archive

Results: 213 Matches

16-Jun-23 Americas

Americas CIO View

By: David Bianco

Capex: A corporate confidence signal

Americas
16-Jun-23 ESG

Fires show the limits of climate adaptation

The economic impact of climate change is demonstrated by seeing, feeling and smelling wildfire smoke. Measuring and forecasting all their costs is a lot harder.

ESG
08-Jun-23 Alternatives

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Alternatives, Equities, Multi Asset, Fixed Income, Macro
06-Jun-23 Forecasts

Our forecasts

All forecasts at a glance

Fixed Income, Macro, Equities, Alternatives, Commodities
05-Jun-23 Dividend

Dividend stocks – all-rounder in tricky times

By: Björn Jesch

The relatively calm markets of the past two months should not hide a certain disorientation among investors, reflecting the great uncertainties on the economy and inflation. Dividend stocks may help investors weather economic storms.

Dividend
02-Jun-23 Fixed Income

European bank bonds show surprising anxiety

Europe’s bank sector has proven resilient since the Credit Suisse rescue but AT1 bonds have still not fully recovered – making them all the more attractive, in our view.

Fixed Income, Bonds
26-May-23 ESG

Dialing up climate finance to emerging markets

How World Bank reforms might help attract more private sector capital, which is urgently needed to meet greenhouse gas emission targets

Europe
24-May-23 Macro

That latest debt-ceiling drama

By: Björn Jesch

We remain confident that a small deal can get struck in time, paving the way for more deals later

Macro
23-May-23 ESG

Dialing up climate finance in emerging markets

By: Michael Lewis

From the billions to trillions

ESG
17-May-23 Central banks

U.S. Economic Outlook

By: Christian Scherrmann

Slowing down the U.S. Economy

Central banks, Macro
12-May-23 Europe

Are the industry and the Dax going their separate ways?

The latest order intake and production figures of the German industry seem discouraging at first glance. At second glance, things look less dire.

Europe
05-May-23 Currencies

That perennial de-dollarization debate

Given how entrenched the greenback’s position is in international trade and finance, this probably won’t be the last debate on de-dollarization.

Central banks, Americas, Macro
28-Apr-23 Interest rates

What U.S. interest rates are (and aren’t) telling us

According to futures markets, investors expect Fed rate cuts starting in September. We think this prediction should be taken with a grain of salt.

Central banks, Americas, Macro
21-Apr-23 ESG

Financing solutions to drive Europe’s transformation

The upcoming Earth Day on April 22nd highlights how new instruments to protect the environment may also boost Europe’s industrial competitiveness.

Central banks, Americas, Macro
17-Apr-23 Macro

CIO View Special

By: Björn Jesch

10 themes for the year ahead

Macro
Results 151-165 of 213
Results per Page

CIO View