Asset classes

A look behind the main asset classes

Equities

Jan 17, 2020 Equities

Americas CIO View

Beware a value rotation trap

Jan 06, 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.

Jan 03, 2020 Equities

Stocks in 2019: what a difference one year makes

Chart of the week

Read more about equities

Fixed Income

Jan 06, 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.

Dec 18, 2019 CIO View Quarterly

CIO View complete

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Dec 09, 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.

Read more about fixed income

Multi Assets

Jan 06, 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.

Dec 18, 2019 CIO View Quarterly

CIO View complete

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Dec 12, 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.

Read more about multi assets

Alternative Investments

Jan 24, 2020 Alternatives

CIO Commodity Commentary

Finally a phase-one deal – and now?

Jan 06, 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.

Dec 20, 2019 Alternatives

CIO Commodity Commentary

How long will OPEC+ keep oil up?

Read more about alternative investments

Trending topics

Jan 24, 2020 Alternatives

CIO Commodity Commentary

Finally a phase-one deal – and now?

Jan 17, 2020 Equities

Americas CIO View

Beware a value rotation trap

Jan 06, 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.

Jan 03, 2020 Equities

Stocks in 2019: what a difference one year makes

Chart of the week

Dec 23, 2019 Equities

Americas CIO View

2020 outlook: a difficult year to value

CIO View

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