CIO Archive

Results: 627 Matches

Feb 25, 2020 Macro

As the coronavirus goes global, risks have risen.

New infections in South Korea and Italy are alarming. A swift return to normality seems ever more doubtful. We remain tactically cautious.

Macro, Politics, Global
Feb 24, 2020 Macro

U.S. Economic Outlook

By: Christian Scherrmann

Will the Fed step in again?

Macro, Americas, Central banks
Feb 21, 2020 Commodities

CIO Commodity Commentary

By: Darwei Kung

Coronavirus turmoil is overshadowing commodities

Alternatives, Commodities, Global
Feb 21, 2020 Inflation

Inflation boost, American style?

Would inflation rates in the Eurozone increase, if owner-occupied housing costs were introduced? We doubt it. We put more faith in service wages.

Macro, Europe
Feb 18, 2020 Equities

Americas CIO View

By: David Bianco

S&P 500 sector composition: more tech, less energy than ever before

Equities, Americas
Feb 17, 2020 Americas

Primary stages

The fight for the Democratic nomination moves into the next round.

Macro, Politics
Feb 14, 2020 Macro

Looks like SARS

The number of people suffering from the coronavirus continues to increase every day. Meanwhile, the stock markets are chasing record highs again. How does that fit together?

Equities, Global, Macro, Asia & Pacific
Feb 07, 2020 Macro

How contagious are earnings estimates?

Markets seem to have shrugged off the coronavirus. Meanwhile, the earnings outlook continues to be uninspiring. What are investors hoping for?

Equities, Global, Macro
Feb 05, 2020 Equities

Americas CIO View

By: David Bianco

Manufacturing rebound? Signals are mixed even before the virus

Equities, Americas
Feb 04, 2020 Macro

Investment Traffic Lights

After a turbulent start to the year, investors may be asking themselves whether to buy into the weakness or hedge their positions further? Or do both?

Global, Fixed Income, Equities, Alternatives
Jan 31, 2020 Europe

Saying goodbye to the United Kingdom

Looking back, the UK has done quite well out of EU membership. From an economic perspective, Brussels has a lot to thank British policymakers for.

Macro, Globalization
Jan 30, 2020 Macro

Coronavirus - too early to rely on the SARS pattern

We expect the virus to leave a clear mark on China's economy and stock market in the first quarter. Beyond that, we can only speculate at this stage.

Asia & Pacific, Schwellenlaender, Macro
Jan 24, 2020 Macro

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

By: 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, Macro
Jan 24, 2020 Alternatives

CIO Commodity Commentary

By: Darwei Kung

Finally a phase-one deal – and now?

Alternatives, Commodities
Jan 24, 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
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