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By: Christian Scherrmann
Next stop lower rates? Not so fast, hopefully!
By: David Bianco
Equity wealth and inflation: What would Milton Friedman say?
Recent shocks show that the Euro area is a very heterogenous collection of still largely national economies. Progress is underway, but inflation has not been defeated yet.
By: Björn Jesch
Our monthly market analysis and positioning
Our monthly presentation showing our current CIO View positioning as well as risk and duration view from a multi-asset perspective.
Drivers for German growth are likely to remain scarce in 2024. The notoriously stingy German consumer might help out.
2024 Outlook: Long live this faint cycle or bumps toward a new one?
Look beyond partisan finger pointing. When it comes to U.S. fiscal policy, policymakers are already starting to adjust to the swiftest rate hiking cycle in living memory.
It would be premature to read too much into the tighter correlations post pandemic, not least given recent declines.
For two years Europe's small caps have been lagging blue chips, despite good earnings and very low valuations. This might change in 2024.
CIO View Special
How and why we still need to do more to get more women into finance, encourage more women to invest and improve education about gender, diversity and finance.
How moving towards a carbon-neutral and ecologically sustainable circular economy is not only natural but can also be profitable.
