CIO Archive

Results: 706 Matches

Jul 15, 2020 Equities

Americas CIO View

By: David Bianco

The winning factors: Will they persist? Clues in earnings season

Equities, Americas
Jul 10, 2020 Equities

Hard times and great expectations

Consensus estimates for corporate earnings and economic growth have collapsed since the beginning of the year. Not that you could tell from current share prices.

Macro, Global, Equities
Jul 08, 2020 CIO View Quarterly

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Equities, Fixed Income, Alternatives, ESG, Multi Asset, Macro
Jul 06, 2020 Alternatives

How a virus may speed up the energy transition

By: Hamish Mackenzie, Gianluca Minella

What the last few months taught us about winners, losers and survivors in European electricity markets.

Global, Macro, Alternatives, Sustainability
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
Jul 03, 2020 Inflation

The other looming V-shaped recovery

There are a few reasons to think that unlike the economy, inflation could see a V-shaped recovery.

Global, Macro, Inflation
Jul 02, 2020 Macro

Investment Traffic Lights

June ends one of the strongest capital-market quarters in decades. But the recovery euphoria is likely to lose momentum now.

Global, Fixed Income, Equities, Alternatives, Multi Asset
Jun 26, 2020 Currencies

Fundamentals are no longer driving currencies

Fundamentals and rate differentials aren’t driving currencies now. Instead their moves reflect the swings in sentiment in global markets.

Currencies, Fixed Income
Jun 25, 2020 Sustainability

Sustainable success stories

By: Petra Pflaum

Increasingly, Sustainable Development Goals help drive our global outlook for sector allocation.

Macro, Equities, Global, Sustainability
Jun 24, 2020 Equities

Americas CIO View

By: David Bianco

Banks this recession vs. last: from patient to medic

Equities, Americas
Jun 24, 2020 Equities

Time for a bit of patience

By: Andre Koettner, Dr. Thomas Schuessler

During the swift rebound since the March lows, equity markets may have gotten a little ahead of themselves.

Macro, Politics, Equities
Jun 22, 2020 Macro

U.S. Economic Outlook

By: Christian Scherrmann

Positive surprises don't make a fast recovery

Macro, Americas
Jun 19, 2020 Fixed Income

Almost back to normal

By: Joern Wasmund

We do not expect much from government bonds for the time being. Our focus remains on corporate and emerging-market bonds.

Fixed Income
Jun 19, 2020 Macro

Too early to predict this recovery's shape

The latest data on retail sales and industrial production paint an inconclusive picture of the U.S. economic prospects.

Americas, Macro
Jun 17, 2020 Equities

Americas CIO View

By: David Bianco

More summer dips likely: Stay out of the deep end

Equities, Americas
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