CIO Archive

Results: 201 Matches

02-Aug-24 Energy

Electrifying growth

How data storage, processing and retrieval are reshaping Europe’s economic geography – and what the rest of the world can learn from the old continent’s experience.

29-Nov-23 ESG

Electrification: The Innovator's Dilemma

Current plans for utilizing renewable energy as the most cost-effective solution to reduce greenhouse-gas emissions look set to shake up many established business models

ESG
23-Jun-23 Bonds

ECB balance sheet falls but no one may notice

Next week the ECB's balance sheet will shrink by over 6%. Further reduction will take place much more slowly – with uncertain consequences for the markets.

Bonds
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
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
17-Apr-23 Macro

Deglobalization – rather diversified globalization

Brexit, Trump, Covid-19 and Putin’s war on Ukraine came as shocks. The end of globalization? Probably not

Macro
15-Sep-23 Americas

Decarbonizing Corporate America

Decarbonizing Corporate America will be discussed on the New York Climate Week. Adopting science-based emission reduction targets might help.

Macro
24-Nov-23 Americas

Debtor’s prism

Some U.S. households are clearly getting squeezed by higher interest rates. How much of a macroeconomic impact this will have is surprisingly tricky, however.

Americas
25-Jan-24 Fixed Income

Danger of rising yields if Trump is re-elected?

Should investors in U.S. government bonds be worried about what a Trump election win would mean for their asset class? We see good reasons to expect yields to rise.

Americas
29-Nov-23 Macro

Cryptocurrencies: the portfolio perspective

As a relatively young asset class, cryptocurrencies, in our view, could be a valuable portfolio addition in an uncertain (rather than just a risky) world

Macro
08-Dec-23 Digitalization

Cryptic messages

It would be premature to read too much into the tighter correlations post pandemic, not least given recent declines.

Digitalization
12-Mar-24 CIO Special

Critical Tech offers opportunity amid deglobalization retreat

By: Björn Jesch

Critical technologies are being identified and promoted as deglobalization advances

Macro, Technology
09-Feb-24 Bonds

Covered bonds start the year strong

In our view, German covered bonds offer an attractive yield pick-up over German government bonds

Americas, Bonds, Europe
03-May-24 Inflation

Comparing apples and oranges

A look at underlying inflation components shows a mixed picture. The U.S. Federal Reserve (Fed) is right to be patient.

Central banks, Inflation
29-Nov-23 ESG

Circular Economy: Squaring the circle

How moving towards a carbon-neutral and ecologically sustainable circular economy is not only natural but can also be profitable.

Alternatives, Real Estate
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