Results: 648 Matches

15. Okt 2019 Sustainability

Why rising sea levels pose a severe risk to investors

Global warming makes sea levels rise. Flooding increasingly impacts coastal countries, but also companies and, therefore, investors. It is high time to take action.

Equities, ESG, Sustainability
14. Okt 2019 Equities

Could the stock market start to slide? How the oil price affects equity markets

The attack on Saudi Arabian oil facilities in mid-September catapulted the oil price upwards for a time. Equity investors were also alarmed. Were they right?

Equities, Raw materials
11. Okt 2019 Europe

How much worse can things get in Germany?

Chart of the week

Macro, Europe
11. Okt 2019 Bonds

Green bonds – in search of truly green debt issues

Investors are increasingly allocating to bonds that finance environmentally friendly projects. But this rapidly growing sector has its own black sheep.

Bonds, Sustainability, Fixed Income, ESG
09. Okt 2019 ESG

Responsible investing - The world tour

By: Robert Bush, Michael Lewis

How the U.S. is playing a leading role, why ESG is particularly relevant for Emerging Markets, and Europe’s ambitions to be a global rule setter

Schwellenlaender, Europe, ESG
08. Okt 2019

Lessons from the U.S. repo-market turmoil

By: Johannes Müller

The abrupt repo-rate increase shouldn't have come as a surprise to the Fed. While short-term factors played a role, long-term bugs need to be addressed.

Central banks, Government bonds, Americas
04. Okt 2019

CIO View complete pdf

Get the complete CIO View as pdf

04. Okt 2019 Europe

Vive la divergence!

Chart of the week

Macro, Equities
02. Okt 2019 Equities

Americas CIO View

By: David Bianco

Equity rally retreats as slowing growth and threats to profits intensify. Neither the United States nor China, or Trump or Xi, need a trade deal economically or politically.

02. Okt 2019 Macro

Investment Traffic Lights

After a few tumultuous months, September proved relatively calm. Time to tweak some of our strategies.

Fixed Income, Currencies, Equities, Multi Asset, Precious metals, Raw materials
30. Sep 2019 Central banks

Ready for sideways trading

By: Christian Hille

Central banks have pushed valuations up, leaving little upside potential. We stick to equities and hedge portfolios.

Global, Macro, Multi Asset, Central banks
30. Sep 2019 Multi Asset

Equities still offer the most attractive risk/return ratio

Fund manager Christoph Schmidt about solutions to the dreadful interest situation.

30. Sep 2019 Equities

Always in second place? Why US equities are a step ahead of European stocks.

Stock exchanges in the USA have left Europe for dust over the past ten years. Will this remain the case?

Equities, Europe, Eurozone
27. Sep 2019 Asia & Pacific

China turns 70: no time to rest for the silver ager

Chart of the week

Schwellenlaender, Macro, Asia & Pacific
26. Sep 2019 Alternatives

CIO Commodity Commentary

By: Darwei Kung

Our monthly analysis and outlook on commodities

Alternatives, Commodities
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