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Insights
Our evaluations and analyses
CIO View
Mar 27, 2026
Chart of the week
Gold in the stress test
How the precious metal behaves relative to the S&P 500 across different market phases.
Mar 20, 2026
Chart of the week
Energy shocks fade. Their echo does not.
When prices jump, households adjust fast. Their expectations do not.
Mar 13, 2026
Chart of the week
What’s driving private-credit valuations?
Taking a closer look at what’s happening in BDCs
Mar 09, 2026
Investment Traffic Lights
Investment Traffic Lights
The monthly Investment Traffic Lights provide a detailed market analysis and our view on developments in the main asset classes.Â
Mar 06, 2026
Chart of the week
Oil shocks don’t bite like they used to
Decades of efficiency and electrification have defanged a once-feared macro risk — even as Middle East tensions keep markets jumpy.
Mar 05, 2026
Forecasts
Quarterly Forecasts
In light of the very dynamic market environment these forecasts are subject to change at any time.
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CIO View