Another amazingly good quarter. What next?

By: Stefan Kreuzkamp

The markets easily withstood many adversities in the summer. In the coming twelve months equities and real estate remain our favorites, though their potential returns are only moderate.

CIO Commodity Commentary

By: Darwei Kung

An OPEC+ agreement – finally

Home run for U.S. real estate?

All ingredients appear to be aligned for profitable years ahead in the U.S. real-estate market, lest Covid has erased all historical patterns.

Market Outlook | Things are so good that it's time for a break

A buoyant economic recovery, record stock markets and calm bond markets. Things have been going all too well and the next surprises are unlikely to be positive.

CIO Commodity Commentary

By: Darwei Kung

Gold-price setback after hawkish Fed

CIO Commodity Commentary

By: Darwei Kung

Iran to pick up oil exports?