A good year lies ahead – and a weak decade

The investment prospects for next year aren’t bad. But the next decade doesn’t look anything like the past one.

Read more
Dec 18, 2019 CIO View Quarterly

CIO View complete

Receive the full comprehensive CIO View in one document

Dec 17, 2019 Alternatives

The modern apartment renter

Understanding and appealing to the modern apartment renter in the U.S.

Dec 16, 2019 Equities


Increasingly, "fear of missing out" has joined "there is no alternative" as a key argument for equities.

Dec 12, 2019

2020 can't be expected to keep up with 2019

2019 has been exceptional for investors thanks to receding recession fears and generous central banks. 2020 is unlikely to be as good.

Dec 12, 2019 ESG

The global implications of water shortages

Population growth, urbanization and voracious water use bring hazards and opportunities in sectors such as agriculture and utilities.

Dec 09, 2019

You have to take risks if you want return

We expect little movement in bond yields. It's again in corporates and emerging markets that we look for potential returns.

Dec 04, 2019 Macro Outlook

Early signs of stabilization

Downside risks to global growth have shrunk in recent months. But we do not see much potential for an upside surprise either.

Nov 25, 2019 Forecasts

Our forecasts

All forecasts at a glance

CIO View

This website uses cookies in order to improve user experience. If you close this box or continue browsing, we will assume that you are happy with this. For more information about the cookies we use or to find out how you can disable cookies, see our Cookies Notice.

You are now seeing the Hong Kong version of the page despite being located in USA. You can change the country below.

Other country

Other country