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Insights
Our evaluations and analyses
CIO View
Sep 19, 2024
CIO Flash
Goodbye inflation, hello unemployment
With its decision to cut rates by 50 basis points, the Fed gives the labor market priority over inflation
Sep 17, 2024
Macro
U.S. Economic Outlook
Time has come to engineer that soft landing.
Sep 13, 2024
ESG
Chinese electric cars are in the fast lane
The electrification of the global vehicle fleet is progressing – which poses serious challenges for traditional carmakers, not least European ones.
Sep 12, 2024
Forecasts
Our forecasts
All forecasts at a glance
Sep 12, 2024
Letter to Investors
Still optimistic but with modest expectations
As Europe and China are not really getting into their stride, it is once again up to the U.S. and above all its consumers to keep the rally going. In our core scenario, we believe they can do that.
Sep 09, 2024
Americas
Americas CIO View
Clear for landing: Coming in steep, adjusting monetary and fiscal thrusters
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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