CIO Archive

Results: 706 Matches

Oct 22, 2021 Equities

Americas CIO View

By: David Bianco

Shortages? Not in the nexus between the physical and digital world

Americas, Equities
Oct 22, 2021 Inflation

Exceeding expectations

The relationship between the spot price for oil and bond-market expectations for long-term inflation rates has become tighter than ever.

Inflation
Oct 20, 2021 Europe

Bundesbank chief Weidmann to step down

Markets can largely expect policy continuity

Europe
Oct 19, 2021 Macro

U.S. Economic Outlook

By: Christian Scherrmann

Is there a real risk of stagflation?

Macro, Americas
Oct 15, 2021 Sustainability

Bringing natural capital in from the cold

Why a credible global climate policy must have carbon-emission reduction and higher carbon prices but also land and sea protection and restoration at its heart.

ESG, Sustainability
Oct 14, 2021 Sustainability

ECB: Climate protection to be given a BIG boost

By: Ulrike Kastens

A green presidency for Christine Lagarde

ESG, Central banks
Oct 14, 2021 Equities

Americas CIO View

By: David Bianco

Will price hikes be the next S&P EPS leap?: Beware nitrous engine damage

Americas, Equities
Oct 08, 2021 Alternatives

Don't just blame CO2 for higher power prices

While some blame the European carbon-price mechanism for surging power prices, the answer is much more straightforward: cyclical fluctuations of natural-gas prices.

Alternatives
Oct 06, 2021 Equities

Americas CIO View

By: David Bianco

Fiscal fight intensifies and the Fed says it plans to stop buying U.S. debt

Americas, Equities
Oct 06, 2021 Global

Investment Traffic Lights

By: Stefan Kreuzkamp

Some markets have been correcting since September, as inflation could turn out higher and growth lower than hoped. But even then, the markets may have some scope to advance.

Alternatives, Equities, Multi Asset, Fixed Income, Global
Oct 01, 2021 Macro

Bond market conundrums

Recent movements in 10-year Treasury yields has caught the market by surprise.

Macro
Sep 27, 2021 Equities

Americas CIO View

By: David Bianco

Sector Strategy: Alpha from the middle

Americas, Equities
Sep 27, 2021 Politics

German voters' mixed verdict

By: Martin Moryson

Markets can largely expect policy continuity

Politics
Sep 24, 2021 ESG

Waste not, want not

Much too much food is still being wasted globally. This is an unbearable situation for many reasons. Investors have plenty of incentives to address the problem.

ESG, Sustainability
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.

Macro
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