Asset classes

A look behind the main asset classes

Equities

Oct 12, 2018 Equities

Tech is king – everywhere?

As Silicon Valley's lead widens, not everyone is profiting.

Jul 19, 2018 Equities

Cautiously optimistic

For the time being we are focusing more on sectors than countries.

Apr 16, 2018 macroeconomics

Hold your nerve

Based on our growth and interest-rate forecasts, we remain bullish on stocks.

Read more about equities

Fixed Income

Oct 12, 2018 Fixed Income

Credit, what else?

We see selective opportunities in emerging markets.

Jul 19, 2018 Fixed Income

Goodbye Goldilocks

Tail risks are increasing, but selective opportunities remain.

Apr 16, 2018 currencies

Pockets of opportunity

We continue to see opportunities, especially in high yield. Buy the dips.

Read more about fixed income

Multi Assets

Oct 12, 2018 Multi Asset

Harmony – with off notes

Economy and markets continue their upswing, but the risks are getting bigger.

Jul 19, 2018 Multi Asset

A never-ending late cycle

Still, the good economy just about trumps bad politics – and we remain optimistic.

Apr 17, 2018 macroeconomics

Managing volatility

The markets' increased volatility should be manageable.

Read more about multi assets

Alternative Investments

Oct 12, 2018 Alternatives

Essential infrastructure

Why the investment appeal of infrastructure continues to grow.

Jul 19, 2018 Alternatives

Fortune favors the brave

A look at the implications of the phenomenal growth in private equity.

Apr 11, 2018 Alternatives assets

Another solid year expected

We remain positive on real estate, but a global diversified approach is vital.

Read more about alternative investments

Trending topics

Apr 16, 2018 macroeconomics

Hold your nerve

Based on our growth and interest-rate forecasts, we remain bullish on stocks.

Apr 17, 2018 macroeconomics

Managing volatility

The markets' increased volatility should be manageable.

Dec 07, 2017 Macroeconomics

Our forecasts

May 18, 2018 Equity

Chart of the week

Even U.S. corporations fear the impact of Donald Trump's trade politics

May 24, 2018 Italy

Italy's new coalition might not prove that scary

Italian political turmoil might prove less worrisome than many think.

CIO View

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