CIO Archive

Results: 124 Matches

May 28, 2025 CIO Special

German Bunds with renewed appeal

They have a balanced risk/return profile and look attractive compared to U.S. Treasuries

Fixed Income, Bonds, Macro
Sep 23, 2025 CIO Special

Gateway to Europe

By: Vincenzo Vedda

Europe’s investment renaissance

Alternatives, Fixed Income
Sep 26, 2025 Chart of the week

From zero to hero?

It is still early days when it comes to judging the likelihood of success in Europe’s drive towards strategic autonomy. But there are potential promising trends, especially on energy infrastructure.

ESG
Jul 16, 2025 CIO Special

First cracks in the dollar's dominance

By: Vincenzo Vedda

It’s the global reserve currency, a perceived safe haven and a vital unit of account for international trade – a lot is at stake.

Currencies, Crypto currencies
Nov 29, 2023 Macro

Female Finance: the benefits of diversity

How and why we still need to do more to get more women into finance, encourage more women to invest and improve education about gender, diversity and finance.

Macro
Apr 24, 2025 CIO Flash

Extraordinary forecast adjustments

The U.S. president's policies are forcing us to revise our growth and market forecasts downwards. Regardless of how U.S. tariff policy develops, enough confidence has already been destroyed to make consumers, investors and companies more cautious. We expect markets to remain volatile in the short term but in our core scenario anticipate declining uncertainty and positive equity returns for the 12 months to come.

Macro, Equities, Alternatives
Apr 17, 2023 Macro

European Transformation – finally, Europe gets a makeover

Europe is embracing digitalization and renewable energy – This will require substantial investments

Macro
Apr 17, 2023 Equities

European small-caps – time to shine

“Big was beautiful” in the U.S. – European stocks chased U.S. big caps for the longest time

Equities
Apr 14, 2025 CIO Special

Europe’s time to shine

The Trump administration's frontal assault on global trade will not spare Europe. But the main victim could be the U.S. stock market, not least because of the high valuation gap between the U.S. and Europe. Together with the reform of the German debt brake, this makes Europe's equities relatively interesting.

Equities, Europe
Mar 06, 2025 CIO Flash

Europe: the wake-up call has been heard

More defence, more investment, more debt, more growth

Equities, Fixed Income, Macro
Oct 31, 2025 Chart of the week

EUR/USD rate is caught in a sideways trend

The euro may need fresh impetus from Europe to gain further momentum

Jan 31, 2025 Chart of the week

EU Commission to support European carmakers

Industry desperately hopes for support from Brussels

Europe, Industry, Autonomous driving
Jan 13, 2025 CIO Special

Duration has lost its sting

By: Vincenzo Vedda

On the bond market the risk-to-reward profile appears to favor medium- to long-term maturities

Fixed Income, Europe, Eurozone
Jan 10, 2025 Chart of the week

Defying expectations

With European growth expectations for 2025 now already subdued, it is hard to imagine further bad news catching prognosticators by surprise.

Europe, Macro
Jul 11, 2025 Chart of the week

Data centers drive U.S. electricity demand

After years of stagnation, digitalisation is leading to a significant increase in electricity demand

Americas, Artificial Intelligence, Digitalization
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