CIO Archive

Results: 739 Matches

Sep 25, 2020 ESG

Thinking about sector allocation in new ways

By: Petra Pflaum

Why ESG quality is such an important driver for investors and performance across companies, sectors and sub-sectors.

Global, Fixed Income, Equities, Sustainability
Sep 25, 2020 Sustainability

Of climate pledges and damages – Europe vs. U.S.

Unlike in Europe, it is the cities and municipalities in the United States, and not the state, which are taking the lead in climate protection. They have good reason to do so.

Global, Sustainability
Sep 23, 2020 Equities

Americas CIO View

By: David Bianco

Election and vaccine equity strategy: same style, still cautious

Americas, Equities
Sep 23, 2020 Fixed Income

Learning from market turbulence

By: Joern Wasmund

In response to the economic damage, ample liquidity should continue to create opportunities, especially in corporate and higher yielding bonds.

Fixed Income, Global
Sep 22, 2020 Commodities

CIO Commodity Commentary

By: Darwei Kung

Oil will likely grind higher

Alternatives, Commodities, Global
Sep 21, 2020 Macro

U.S. Economic Outlook

By: Christian Scherrmann

The Fed's framework review – evolution toward flexibility

Macro, Americas
Sep 18, 2020 Equities

A questionable pas de deux: S&P 500 and Vix

While U.S. stocks are back to their pre-crisis levels volatility is not. Surprisingly, stocks and volatility have been moving in tandem for weeks. Time to worry?

Americas, Equities
Sep 16, 2020 Equities

Americas CIO View

By: David Bianco

S&P 500 leverage update: another young vs. old sector split

Americas, Equities
Sep 11, 2020 Macro

Investment Traffic Lights

By: Stefan Kreuzkamp

Many markets reached new highs in August, stretching valuations even further. Combined with recent political developments this is pointing toward a stormy autumn.

Alternatives, Equities, Global, Fixed Income, Multi Asset
Sep 11, 2020 Macro

How the UK went from leader to laggard

The vote to leave the European Union has cost the UK dearly already. Not much time is left to prevent even more economic damage

Macro, Europe
Sep 04, 2020 Inflation

Money supply grows, but not inflation rates

Monetary aggregates are growing briskly across the globe. The outlook for inflation remains benign, at least for now

Global, Macro, Inflation
Sep 03, 2020 Macro

Slow, but not so steady

By: Johannes Müller

Until the Covid-19 virus is finally defeated, the recovery looks set to continue at an uneven pace. Our Macro outlook explains why.

Global, Macro, Politics
Aug 28, 2020 Sustainability

Climate transition risk and performance

Everybody is talking about the pandemic accelerating major trends. We find it has also favored companies responding to climate change.

Global, Sustainability, ESG
Aug 27, 2020 Forecasts

Our forecasts

All forecasts at a glance

Currencies, Fixed Income, Macro, Equities
Aug 27, 2020 Macro

How far have markets run ahead of themselves?

By: Stefan Kreuzkamp

While we are optimistic about 2021, valuations look to have raced too far ahead and are vulnerable to short-term disappointment.

Global, Fixed Income, Equities, Multi Asset, Macro
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