Multi Asset

Market Outlook | An unusual upswing is gaining pace

The global economy is expected to achieve remarkably high growth in 2021. This is a good basis for the capital markets, but it creates risks and may require reallocations.

Dec 10, 2020 CIO View Quarterly

CIO View complete

Receive the full comprehensive CIO View in one document

Alternatives, ESG, Equities, Fixed Income, Macro, Multi Asset

Dec 03, 2020 Multi Asset

Looking forward to a boring year

By: Bjoern Jesch

After a rollercoaster 2020, chances for a more "normal" 2021 are good. Economic recovery and central-bank support can serve as a safety net.

Central banks, Macro, Global, Multi Asset

Jul 08, 2020 CIO View Quarterly

CIO View complete

Receive the full comprehensive CIO View in one document

Equities, Fixed Income, Alternatives, ESG, Multi Asset, Macro

Jul 03, 2020 Multi Asset

Equities still the place to be

By: Klaus Kaldemorgen

Monetary and fiscal packages are driving the markets, but their valuation leaves little room for economic disappointment.

Multi Asset, Central banks, Global

Apr 28, 2020 Multi Asset

Crisis makes even stronger case for equities

By: Klaus Kaldemorgen

How deep the crisis could be remains uncertain. The size of many aid packages, however, is rather concrete. Equities should be among the relative winners.

Multi Asset, Central banks, Global