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Insights
Our evaluations and analyses
CIO View
Mar 15, 2024
Currencies
Strong performance for crypto currencies
Introduction of Bitcoin ETFs has given the segment a boost
Mar 12, 2024
CIO Special
Critical Tech offers opportunity amid deglobalization retreat
Critical technologies are being identified and promoted as deglobalization advances
Mar 08, 2024
Americas
When not to fuss over wage growth
Recent strong wage growth among lowly paid, young job switchers may reflect them moving into potentially more productive jobs. Such gains need not be inflationary.
Mar 05, 2024
Alternatives
Investment Traffic Lights
Our monthly market analysis and positioning
Mar 01, 2024
Energy
Europe has overcome its energy crisis
More secure supply brings gas prices back down
Feb 23, 2024
Fixed Income
Italian government bonds beat Bunds
The BTP/Bund spread falls impressively
Read more
Investment Topics
Asia & Pacific
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.
Jan 13, 2021
Multi Asset
Multi-asset funds - the right mix for many market phases
With broad diversification across different asset classes, multi-asset funds can turn out to be yielding portfolio building blocks -- even in difficult market phases.
Dec 06, 2020
Sustainability
Climate change: turning it into an investment opportunity
Climate change poses many risks - but for companies and investors working to counter it, it could also offer a number of opportunities.
CIO View