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By: Björn Jesch
Our monthly market analysis and positioning
No economic slump, falling inflation and the first interest rate cuts. Not a bad environment for capital investments, especially bonds. AI must deliver soon for equities.
All forecasts at a glance
By: Jason Chen, Christian Scherrmann, Dirk Schlüter
The return outlook for the next decade
By: Jason Chen
Evaluating the use of high yield within an investment portfolio
Our monthly presentation showing our current CIO View positioning as well as risk and duration view from a multi-asset perspective.
By: Jason Chen, Katrin Loehken, Dirk Schlüter
Japanese market has generated renewed confidence among investors with the potential to escape the deflationary trap of the past three decades.
How optimistic can we be about investments in 2024 if the year starts with a recession? We can to some extent because our forecasts focus on the end of the year.
By: Peter Warken, Angelina Kostyrina, Timo Schanz, Jason Chen
The 2023 Update
