CIO View - The Positioning of Central Banks

After the central banks have fought for their independence from politics for decades, they are now venturing far into political territory. But are they creating a conflict of goals?

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 06, 2021 Global

Investment Traffic Lights | Quarterly Edition

Markets have come well through summer as companies made decent profits and interest yields remained ultra-low. The conditions are good for equities.
Sep 03, 2021 Forecasts

Our forecasts

All forecasts at a glance
Sep 03, 2021 Macro

Another amazingly good quarter. What next?

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.

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