Asset classes

A look behind the main asset classes

Equities

May 24, 2019

Americas CIO View

S&P 500 margin hurt by trade tariffs, total payout at cycle high

May 21, 2019

Americas CIO View

Significant tariffs likely to stay: A 3 to 5 USD reset to S&P 500 EPS expected

May 13, 2019 Americas

Into the trenches?

The current trade dispute could be the beginning of something worse.

Read more about equities

Fixed Income

Apr 26, 2019 Government bonds

The point of no returns

Chart of the week

Apr 11, 2019 Central banks

An ECB gift with worrying strings attached

Introducing a tiering system might further delay monetary normalization.

Apr 05, 2019 Emerging Markets

Emerging turnaround?

Encouraging economic signals from emerging markets confirm our positive view.

Read more about fixed income

Multi Assets

Mar 15, 2019 Multi Asset

Strength through length

The turn of the year was stormy. Longer-term thinking may calm the nerves.

Dec 18, 2018 Focus Topic

Beyond the business cycle

Focusing purely on "where we are in the cycle" risks overlooking structural changes

Dec 18, 2018

Ready for anything

Despite an optimistic outlook, our portfolios are ready for turbulent times.

Read more about multi assets

Alternative Investments

May 24, 2019

Americas CIO View

S&P 500 margin hurt by trade tariffs, total payout at cycle high

May 21, 2019

U.S. Economic Outlook

Monthly review and outlook on the U.S. economy

May 21, 2019

Americas CIO View

Significant tariffs likely to stay: A 3 to 5 USD reset to S&P 500 EPS expected

May 24, 2019 Inflation

Diminished expectations

Chart of the week

Read more about alternative investments

Trending topics

Mar 15, 2019 ESG

Climate-change risks

Improving climate-related disclosure has emerged as a critical priority.

Dec 18, 2018 ESG

Technology: creative & destructive

The winners and losers in an age of digitalization, automation and modernization

Oct 12, 2018 ESG

A changing climate

What to make of the growing frequency and intensity of extreme weather events

Apr 05, 2019 Emerging Markets

Emerging turnaround?

Encouraging economic signals from emerging markets confirm our positive view.

Mar 15, 2019 Fixed Income

Flat yield curve – so what?

Central banks turn dovish as they begin to share investor fears about the economy. But the negativity may be overdone.

CIO View

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