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A surprise, Italian style

Once again, Italian opinion polls have proven unreliable

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Mar 01, 2018 Investment Traffic Lights

Investment traffic lights

Our tactical and strategic view

Mar 16, 2018 New Chart of the week

Chart of the week

The close relationship between stock prices and corporate earnings

Dec 20, 2017

CIO View in a nutshell

Outlook 2018

Dec 07, 2017 Equity

Constructive but vigilant

Equities still have room, but risks are growing.

Dec 07, 2017 Audio

Podcast: CIO View Outlook 2018

How much further can this bull run?

CIO View Quarterly

Dec 07, 2017 Letter to Investors

Beware of euphoria

We enter 2018 with optimism. High market expectations make us cautious, though.

Dec 07, 2017 Focus Topic

Continuing bull market?

What hurdles could cause the bull to stumble?

Dec 07, 2017 Macro Outlook

What could go wrong?

As the recovery enters its ninth year, inflation needs to be watched closely.

Dec 07, 2017 Fixed Income

Don't write off bonds

Corporate and emerging-market bonds should provide solid returns in 2018.

Dec 07, 2017 Equity

Constructive but vigilant

Equities still have room, but risks are growing.

Dec 07, 2017 Alternatives

Quality merchandise

Some strategies still offer upside while providing downside protection

Dec 07, 2017 Multi Asset

Equities, what else?

We have positioned ourselves for late cycle.

Dec 07, 2017 Forecasts

Our forecasts

All forecasts at a glance

Our forecasts

All forecasts at a glance

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Video Outlook

About CIO

Our Experts

All of our market expertise is brought together under the leadership of Chief Investment Officer, Stefan Kreuzkamp, enabling us to leverage our best investment talent more efficiently, thus benefiting our clients.

Stefan Kreuzkamp

Chief Investment Officer

Joern Wasmund

Global Head of Fixed Income

Christian Hille

Global Head of Multi Asset & Convertibles

Andre Koettner

Global Co-Head of Equities

Thomas Schuessler

Global Co-Head of Equities


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