A good year lies ahead – and a weak decade

The investment prospects for next year aren’t bad. But the next decade doesn’t look anything like the past one.

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18. Dez 2019 CIO View Quarterly

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17. Dez 2019 Alternatives

The modern apartment renter

Understanding and appealing to the modern apartment renter in the U.S.

16. Dez 2019 Equities


Increasingly, "fear of missing out" has joined "there is no alternative" as a key argument for equities.

12. Dez 2019 Global

2020 can't be expected to keep up with 2019

2019 has been exceptional for investors thanks to receding recession fears and generous central banks. 2020 is unlikely to be as good.

12. Dez 2019 ESG

The global implications of water shortages

Population growth, urbanization and voracious water use bring hazards and opportunities in sectors such as agriculture and utilities.

09. Dez 2019 Global

You have to take risks if you want return

We expect little movement in bond yields. It's again in corporates and emerging markets that we look for potential returns.

04. Dez 2019 Macro Outlook

Early signs of stabilization

Downside risks to global growth have shrunk in recent months. But we do not see much potential for an upside surprise either.

25. Nov 2019 Forecasts

Our forecasts

All forecasts at a glance

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