Archive

Ergebnisse: 712 Treffer

24. Jan 2020

An early roadmap to U.S. politics in 2020 and beyond

Von : Peter Doralt

We take an initial stroll along the campaign trail heading towards the U.S. elections in November – and tell you what potential signals to listen up for in all the noise likely to head your way.

Americas, Politics
24. Jan 2020 Alternatives

CIO Commodity Commentary

Von : Darwei Kung

Finally a phase-one deal – and now?

Alternatives, Commodities
24. Jan 2020 Globalization

A new beginning?

Under the new trade deal, China will be forced to manage trade even more heavily. That's a step in the wrong direction both for China and the rest of the world.

Macro, Globalization
22. Jan 2020 Macro

U.S.-China trade deal: the easy step is done. And now?

Von : Elke Speidel-Walz

U.S.-Chinese "phase-one deal": Ceasefire in the trade war, but nothing more. Tariffs remain much higher than they were. What's next?

Americas, Asia & Pacific
21. Jan 2020 Macro

U.S. Economic Outlook

Von : Christian Scherrmann

Is the U.S. labor market turning?

Macro, Americas, Central banks
21. Jan 2020 Equities

China and artificial intelligence

Fund manager Tobias Rommel spent several weeks travelling around China to learn first-hand about the development of artificial intelligence there. "Companies are making tremendous progress," he explains in this interview.

Equities, Artificial Intelligence
17. Jan 2020 Currencies

The ECB, the Fed, rates, yields and currencies

Chart of the week

Central banks, Government bonds, Currencies
17. Jan 2020 Equities

Americas CIO View

Von : David Bianco

Beware a value rotation trap

Equities, Americas
13. Jan 2020 Equities

Happy New Year on the stock markets in 2020?

2019 was a great year for stock markets, but what will 2020 bring? There’s a good chance that the upwards trend will continue, although it might not be as strong as last year.

Equities, Macro, Europe, Schwellenlaender, Central banks
10. Jan 2020 Americas

Subprime risks return

Chart of the week

Americas, Macro
07. Jan 2020 Sustainability

Good corporate governance pays off

Corporate governance seems to be the linchpin in sustainable investment. Experience shows that well-managed companies have significantly fewer environmental and social problems.

Equities, ESG
06. Jan 2020 Macro

Investment Traffic Lights

There were clear factors behind the year-end rally which in 2019 brought one of the best returns since 1990. However, the risk of short-term setbacks has therefore become greater.

Global, Fixed Income, Equities, Alternatives, Multi Asset
03. Jan 2020 Equities

Stocks in 2019: what a difference one year makes

Chart of the week

Americas, Equities
23. Dez 2019 Equities

Americas CIO View

Von : David Bianco

2020 outlook: a difficult year to value

Equities, Americas
20. Dez 2019 Alternatives

CIO Commodity Commentary

Von : Darwei Kung

How long will OPEC+ keep oil up?

Alternatives, Commodities
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