CIO Archive

Results: 765 Matches

Nov 20, 2020 Sustainability

U.S. Federal Reserve to join sustainability club

Network for Greening the Financial System will come to include central banks and regulators from sixty countries

Sustainability, Politics
Nov 19, 2020 Forecasts

Our forecasts

All forecasts at a glance

Currencies, Fixed Income, Macro, Equities
Nov 19, 2020 Global

Surprisingly optimistic for 2021

As the year draws to a close, 2020’s big risks start to look less bad, allowing investors to meet 2021 with optimism. We believe low interest rates will remain key.

Global, Macro, Fixed Income, Equities, Alternatives
Nov 13, 2020 Government bonds

Hunt for yield

Given the current increase in Treasury yields, we think investors can probably log in the gap between German Bunds and euro-hedged U.S. Treasury yields for quite a while.

Government bonds, Fixed Income, Europe, Americas
Nov 10, 2020 Equities

Golden November - so far

The U.S. elections and a Covid-19 vaccine breakthrough have provoked an upheaval in capital markets. Euphoria prevails, with foreseeable pitfalls.

Equities, Fixed Income, Macro, Global
Nov 06, 2020 Macro

Investment Traffic Lights

By: Stefan Kreuzkamp

The stock-market rollercoaster could continue in November, depending on the evolution of Covid-19 and precisely what emerges from the hard-fought U.S. election.

Alternatives, Equities, Global, Fixed Income, Multi Asset
Nov 06, 2020 Sustainability

Decarbonization: The race is on

President Trump’s decision for the U.S. to leave the Paris Climate Agreement has already led to growing efforts by various organizations to fight climate change.

Sustainability, Politics
Nov 04, 2020

Still waiting for the U.S. election results.

Fiscal stimulus is likely to be more limited than under a Democratic landslide

Macro, Equities, Fixed Income
Nov 04, 2020 Equities

Americas CIO View

By: David Bianco

Halloween's blue moon: Light in the night or just ominous?

Americas, Equities
Nov 03, 2020 Macro

ECB: Preparing markets for Christmas gifts

By: Ulrike Kastens

Risks tilted to the downside, paving the way for more stimulus in December

Central banks, Macro
Oct 30, 2020 Sustainability

A green recovery in Europe?

Europe's Green Deal's renovation-wave strategy not only creates a potential opportunity to combat climate change, but also may present a way to boost the economic recovery.

Europe, Sustainability
Oct 28, 2020 Equities

Americas CIO View

By: David Bianco

Strong S&P 500 EPS results for the third quarter, probably the best for the year

Americas, Equities
Oct 27, 2020 Macro

Is the ECB about to floor the monetary gas pedal again?

By: Ulrike Kastens

Oct 23, 2020 Macro

Glimmers of hope

Covid-19 infection rates are on the rise again. So, why have growth forecasts become more optimistic? Trends in service-sector sentiments suggest some answers

Macro, Global
Oct 21, 2020 Macro

U.S. Economic Outlook

By: Christian Scherrmann

Decline ahead?

Macro, Americas
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