CIO Archive

Results: 338 Matches

Sep 22, 2021 Macro

Sense and nonsense in pandemic times

How to think through both the long- and the short-term implications of Covid-19 for markets, the economy and forecasting: What we have learned so far.

Sep 20, 2021 Asia Pacific

A different sort of China shock?

What to make of Monday's market turmoil

Equities, Fixed Income, Asia Pacific
Sep 20, 2021 Politics

Markets are barely reacting to the sharp change in the German Federal election odds. Rightly so?

By: Martin Moryson

Macro, Politics
Sep 17, 2021 Inflation

No signs of stagflation yet

Comparing the current situation to the oil shocks of the 1970s suggests that these are very different phenomena.

Inflation, Macro
Sep 14, 2021 Macro

What could the parties' election programs mean for future fiscal policy?

By: Martin Moryson

Macro, Politics
Sep 10, 2021 Inflation

Bring on the goods' inflation

Prices of goods have recently risen faster than those of services, for the first time in 25 years. We think this special Covid trend will turn around again soon. A pity, actually.

Sep 06, 2021 Global

Investment Traffic Lights | Quarterly Edition

By: Stefan Kreuzkamp

Markets have come well through summer as companies made decent profits and interest yields remained ultra-low. The conditions are good for equities.

Alternatives, Equities, Multi Asset, Fixed Income, Global
Sep 03, 2021 Forecasts

Our forecasts

All forecasts at a glance

Fixed Income, Macro, Equities
Sep 03, 2021 Macro

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.

Fixed Income, Equities, Macro, Alternatives
Sep 03, 2021 Macro

Dawn of the not-so-dead

U.S. delinquencies have been surprisingly low throughout the pandemic. Do not expect them to spike any time soon.

Macro, High yield
Aug 30, 2021 Equities

Americas CIO View

By: David Bianco

S&P 12-month target 4600: Climb continues on digitally powered EPS growth

Aug 27, 2021

China and the U.S. move apart

By: Elke Speidel-Walz

A more complex relationship with a global impact

Emerging Markets, Politics, Macro, Technology
Aug 27, 2021 Equities

Dax: now bigger and relatively better

The Dax is expanding and increasing its market coverage. That should help gain attention, at the expense of the MDax. The MDax should, however, retain appeal of its own.

Aug 26, 2021 Politics

German Federal Election 2021

By: Martin Moryson

More open than ever – But what will markets make of it?

Politics, Europe, Macro
Aug 20, 2021 Equities

From drags to riches

Across much of the world, corporate earnings are doing surprisingly well. Alas, the market now appears priced for something close to perfection.

Equities, Global
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