CIO Archive

Results: 655 Matches

Apr 06, 2020 ESG

Normative judgments

By: Petra Pflaum

How assessing norm violations in a portfolio context could help avoid risks

ESG, Equities, Multi Asset, Macro
Apr 03, 2020 Equities

Evaporating earnings?

Corporate-earnings estimates for 2020 are likely to be revised downwards substantially in the coming weeks. How hard could the S&P 500 be hit?

Equities, Macro, Global
Apr 03, 2020 Equities

Americas CIO View

By: David Bianco

Compelling equity valuations on last year’s earnings

Equities, Americas
Apr 02, 2020 Macro

Coronavirus: Deep recession, but no depression

By: Martin Moryson

The economic slowdown in the first half of 2020 will be unprecedented. In our core scenario, we expect a rebound in the second half.

Macro, Politics, Global
Apr 02, 2020 Macro

Investment Traffic Lights

In March the longest U.S. bull market finally ended. And was almost forgotten as the coronavirus pandemic, trillions in monetary and fiscal stimulus, and curfews took over.

Global, Fixed Income, Equities, Multi Asset
Mar 27, 2020 Macro

Governments and central banks, helping largely

The stimulus measures being passed in response to the coronavirus pandemic are unprecedented. However, a recession seems inevitable. Who will ultimately have to bear the costs?

Macro, Politics
Mar 27, 2020 Macro Outlook

Nasty business

By: Johannes Müller

The novel coronavirus has introduced a hefty dose of uncertainty to global growth forecasts

Global, Macro, Politics
Mar 27, 2020 Macro

Covid-19 and the U.S. labor market

How much should we expect unemployment rates to rise in the aftermath of the coronavirus pandemic? History offers some preliminary pointers.

Americas
Mar 26, 2020 Macro

2020 – coronavirus reversal and rebound

By: Stefan Kreuzkamp

Covid-19 is the paramount issue. We expect a sharp economic slowdown in the first half of 2020, followed by a subdued rebound.

Fixed Income, Equities, Multi Asset, Alternatives
Mar 24, 2020 Equities

Americas CIO View

By: David Bianco

Cutting to Crisis Forecasts: 2020E S&P 500 EPS 125 dollars

Equities, Americas
Mar 24, 2020 Americas

Money-Market Perspectives

By: Geoffrey Gibbs

The Fed and money-market funds

Americas, Central banks
Mar 24, 2020 Commodities

CIO Commodity Commentary

By: Darwei Kung

Commodity-market turmoil

Alternatives, Commodities, Global
Mar 23, 2020 Macro

Responses to the pandemic

Covid-19 uncertainty cuts both ways. We remain cautiously optimistic that catastrophic outcomes can be avoided, partly due to swift fiscal and monetary-policy responses.

Macro, Central banks, Fixed Income, Equities, Global, Alternatives
Mar 23, 2020 Macro

U.S. Economic Outlook

By: Christian Scherrmann

The economics of a pandemic

Macro, Americas, Central banks
Mar 20, 2020 Forecasts

Our forecasts

All forecasts at a glance

Currencies, Fixed Income, Macro, Equities
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