Asset classes

A look behind the main asset classes

Equities

05. Dez 2019 Equities

Americas CIO View

High S&P 500 free-cash-flow yield reflects weak capital expenditure, not attractive valuations

03. Dez 2019 Macro

Investment Traffic Lights

The year-end rally has already started. Everybody seems to be on board, and central banks continue to be happy to help.

29. Nov 2019 Macro

Why you should keep an eye on NIPA

Chart of the week

Read more about equities

Fixed Income

09. Dez 2019 Global

You have to take risks if you want return

We expect little movement in bond yields. It's again in corporates and emerging markets that we look for potential returns.

03. Dez 2019 Macro

Investment Traffic Lights

The year-end rally has already started. Everybody seems to be on board, and central banks continue to be happy to help.

25. Nov 2019 Forecasts

Our forecasts

All forecasts at a glance

Read more about fixed income

Multi Assets

03. Dez 2019 Macro

Investment Traffic Lights

The year-end rally has already started. Everybody seems to be on board, and central banks continue to be happy to help.

04. Nov 2019 Macro

Investment Traffic Lights

October was all about talk of deals and crucial deadlines. What happened? The deals got nowhere and the deadlines were missed. How did markets react? Equities went up still more and bonds hung around. It is remarkable how untroubled markets can be when central banks keep serving them monetary cocktails.

02. Okt 2019 Macro

Investment Traffic Lights

After a few tumultuous months, September proved relatively calm. Time to tweak some of our strategies.

Read more about multi assets

Alternative Investments

03. Dez 2019 Macro

Investment Traffic Lights

The year-end rally has already started. Everybody seems to be on board, and central banks continue to be happy to help.

27. Nov 2019 Alternatives

CIO Commodity Commentary

A united OPEC and trade headlines

04. Nov 2019 Macro

Investment Traffic Lights

October was all about talk of deals and crucial deadlines. What happened? The deals got nowhere and the deadlines were missed. How did markets react? Equities went up still more and bonds hung around. It is remarkable how untroubled markets can be when central banks keep serving them monetary cocktails.

Read more about alternative investments

Trending topics

09. Dez 2019 Global

You have to take risks if you want return

We expect little movement in bond yields. It's again in corporates and emerging markets that we look for potential returns.

05. Dez 2019 Equities

Americas CIO View

High S&P 500 free-cash-flow yield reflects weak capital expenditure, not attractive valuations

03. Dez 2019 Macro

Investment Traffic Lights

The year-end rally has already started. Everybody seems to be on board, and central banks continue to be happy to help.

29. Nov 2019 Macro

Why you should keep an eye on NIPA

Chart of the week

27. Nov 2019 Alternatives

CIO Commodity Commentary

A united OPEC and trade headlines

CIO View

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