Results: 823 Matches

Apr 09, 2021 Americas

Biden’s big plans for America

Infrastructure programs are economically necessary but often politically sensitive. President Biden may have hit the right time and tone and appears to be using rivalry with China as a lever.

Americas, Infrastructure
Apr 07, 2021 Global

Investment Traffic Lights

By: Stefan Kreuzkamp

The first quarter was propelled by rising growth expectations and bond yields, as well as by a rotation into cyclical stocks.

Alternatives, Equities, Multi Asset, Fixed Income, Global
Apr 07, 2021 Equities

Americas CIO View

By: David Bianco

First-quarter S&P 500 EPS will likely beat estimates: Market priced for 10% or more

Americas, Equities
Apr 01, 2021 Europe

Diminished expectations, if only in Europe

It is sadly foreseeable that economic growth in continental Europe will once again lag well behind other economies in 2021. That need not spell financial-market disaster.

Macro, Americas, Europe
Mar 29, 2021 Inflation

The return of inflation?

By: Martin Moryson

Is inflation back? Is its current rise permanent or just temporary? And what are the implications of reviving inflation for the capital markets?

Inflation, Macro, Demographics, Central banks, Zinsen
Mar 26, 2021 Commodities

CIO Commodity Commentary

By: Darwei Kung

Oil takes a break after dizzying heights

Alternatives, Commodities, Global
Mar 26, 2021 Inflation

Commercial real estate as a hedge against inflation

Commercial-real-estate prices are driven by many factors, including inflation. Rising inflation expectations are likely to support this segment of the property market.

Real Estate, Inflation
Mar 26, 2021 Equities

Americas CIO View

By: David Bianco

Rising Treasury yields: how high will they go?

Americas, Equities
Mar 24, 2021 ESG

Making Sense of a Chaotic ESG Reporting Landscape

By: Francesco Curto, Michael Lewis

Traditional approach to corporate reporting and the drive towards sheer profit maximisation has led to environmental damage, human rights abuses and greater inequalities

ESG, Sustainability
Mar 19, 2021 Macro

U.S. Economic Outlook

By: Christian Scherrmann

Remain complacent – but only about monetary policy, not the pandemic

Macro, Americas
Mar 19, 2021 Global

Market Outlook | An unusual upswing is gaining pace

The global economy is expected to achieve remarkably high growth in 2021. This is a good basis for the capital markets, but it creates risks and may require reallocations.

Macro, Fixed Income, Alternatives, Equities, Multi Asset
Mar 19, 2021 Americas

Another booster shot for the greenback

The rapid pace of U.S. vaccinations is just one of several arguments in favor of the U.S. dollar compared to the euro.

Currencies, Americas
Mar 12, 2021 Macro

Focus | From "fad" to fact

Joe Biden’s inauguration looks increasingly likely to mark a sea change for sustainable investing. This could have lasting implications well beyond U.S. shores.

Macro, Sustainability, Politics, ESG
Mar 12, 2021 Inflation

No re-run of that 70s show

By: Johannes Müller, Peter Doralt

The bond market is already fretting about the U.S. economy overheating. However, we continue to think that the looming spike in inflation rates will be transitory.

Central banks, Macro, Inflation
Mar 11, 2021 Equities

Americas CIO View

By: David Bianco

Equity investing with earnings quality considered

Americas, Equities
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