Alternatives

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.

Jul 01, 2021 Global

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.

Macro, Fixed Income, Alternatives, Equities

Jun 18, 2021 Commodities

CIO Commodity Commentary

By: Darwei Kung

Gold-price setback after hawkish Fed

Alternatives, Commodities, Global

May 21, 2021 Commodities

CIO Commodity Commentary

By: Darwei Kung

Iran to pick up oil exports?

Alternatives, Commodities, Global

May 07, 2021 Real Estate

U.S. economy should support real estate

The U.S. real-estate sector looks set to get a boost from strongly improving demand at a time of still somewhat constrained supply. Not all sub segments are likely to benefit equally, though.

Real Estate, Macro, Alternatives

Apr 23, 2021 Commodities