CIO Archive

Results: 324 Matches

Jun 18, 2021 Commodities

CIO Commodity Commentary

By: Darwei Kung

Gold-price setback after hawkish Fed

Alternatives, Commodities
Jun 18, 2021 ESG

Company success lies within

Workers are viewed as the most financially material of a company’s stakeholders

ESG, Sustainability
Jun 16, 2021 Equities

Americas CIO View

By: David Bianco

Beyond the reopening

Equities
Jun 15, 2021 Macro

Digital designs | Part 1

By: Johannes Müller

What central-bank digital currencies might and might not be able to deliver.

Central banks, Macro
Jun 14, 2021 Macro

U.S. Economic Outlook

By: Christian Scherrmann

Higher inflation might persist for a while longer

Macro
Jun 11, 2021 Macro

Tax and mend

Plans to revamp the international rules on corporate taxation are the latest sign of the political pendulum swinging in favor of labor.

Macro
Jun 04, 2021 Macro

Investment Traffic Lights

By: Stefan Kreuzkamp

In May most risk assets continued to rise, with some equity indices in Europe and the United States reaching new highs.

Alternatives, Equities, Multi Asset, Fixed Income
Jun 04, 2021 Macro

Inflation made in China

China's producer price inflation could soon reach a new peak. This is not, however, a harbinger of consumer prices spiraling upward too, nor for new monetary tightening.

Emerging Markets, Macro
Jun 02, 2021 Forecasts

Our forecasts

All forecasts at a glance

Fixed Income, Macro, Equities
Jun 02, 2021 Letter to Investors

Recovery on track - time to take a break

By: Stefan Kreuzkamp

The economy is coping well with Covid-19 but we continue to expect low interest rates. The conditions for risk investments would look good if it weren't for valuations.

Macro, Fixed Income, Equities, Alternatives
Jun 01, 2021 ESG

Blue economy: A new twist in an old tragedy

Markets and policymakers are finally waking up to the challenges and opportunities of protecting marine ecosystems, while simultaneously promoting sustainable development.

ESG, Macro, Politics
May 28, 2021 Macro

This time is different

Despite last month's weak payroll figures, the turnaround in U.S. labor markets has been dramatic.

Macro
May 21, 2021 Commodities

CIO Commodity Commentary

By: Darwei Kung

Iran to pick up oil exports?

Alternatives, Commodities
May 21, 2021 Emerging Markets

Unsafe havens? EM bonds come of age

Rising Treasury yields have historically been anything but bad news for emerging-market bonds. In fact, most of the time this has even reduced their risk premium. Don't underestimate them.

Fixed Income, Emerging Markets
May 14, 2021 ESG

From near-zero to hero

Europe's carbon-pricing scheme is going from strength to strength, increasingly impacting countries with less stringent carbon policies too. Investors should pay attention.

ESG
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