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Insights
Our evaluations and analyses
CIO View
Jul 26, 2024
APAC CIO View
APAC CIO View
Same Consumption Downgrade, Divergent Paths Ahead for China and Japan
Jul 26, 2024
Commodities
Bloomberg Commodity Index looks soft
Grains have often shown where commodities are heading
Jul 19, 2024
ESG
The last emissions cuts better be the deepest
Based on current trajectories, Europe’s 2030 greenhouse-gas-emission ambitions are in jeopardy. To meet its targets, Europe needs to dial up decarbonization efforts.
Jul 12, 2024
Currencies
Yen to dollar at its weakest level since 1986
Short-term we see only a small chance of a sustainable countermove
Jul 08, 2024
Elections
French elections - a noisy non-event
No clear winner. The worst might have been averted from a (European) perspective, while from a French perspective some uncertainty will persist until a government emerges.
Jul 05, 2024
Central banks
After the June cut: what’s ahead for ECB rates
The ECB cut its policy rates in June, as expected. But that does not mean that the Frankfurt- based central bank will cut again in July.
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Investment Topics
Back to normal? How Asian insurers are responding to rising interest rates
Rising interest rates have resulted in significant losses on the existing portfolios of Asian insurers while the overall impact on their solvency position has been positive.
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CIO View