CIO Archive

Results: 593 Matches

06. Dez 2019 Central banks

When saving is not a virtue

Chart of the week

Government bonds, Europe, Central banks
05. Dez 2019 Equities

Americas CIO View

By: David Bianco

High S&P 500 free-cash-flow yield reflects weak capital expenditure, not attractive valuations

Equities, Americas
04. Dez 2019 Macro Outlook

Early signs of stabilization

By: Johannes Müller

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

Global, Macro, Central banks, Monetary policy, Politics
03. Dez 2019 Macro

Investment Traffic Lights

The year-end rally has already started. Everybody seems to be on board, and central banks continue to be happy to help.

Global, Fixed Income, Equities, Alternatives, Multi Asset
29. Nov 2019 Macro

Why you should keep an eye on NIPA

Chart of the week

Equities, Americas
27. Nov 2019 Alternatives

CIO Commodity Commentary

By: Darwei Kung

A united OPEC and trade headlines

Alternatives, Commodities, Global
25. Nov 2019 Macro

U.S. Economic Outlook

By: Christian Scherrmann

Recession risk judged to be moderate

Macro, Americas
25. Nov 2019 Forecasts

Our forecasts

All forecasts at a glance

Currencies, Fixed Income, Macro, Equities
25. Nov 2019 Global

A good year lies ahead – and a weak decade

By: Stefan Kreuzkamp

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

Macro, Fixed Income, Equities, Global
22. Nov 2019 Macro

Consumers remain cheerful – for now

Chart of the week

Europe, Macro
21. Nov 2019 Equities

Americas CIO View

By: David Bianco

Constructive outlook, but vigilant as economic slowdown continues

Equities, Americas
15. Nov 2019 Macro

Not so fast

Chart of the week

Europe, Macro
14. Nov 2019 Equities

Americas CIO View

By: David Bianco

Re-examine valuation and growth at new record high

Equities, Americas
08. Nov 2019 Equities

Quarterly earnings aren't what's driving stocks

Chart of the week

Global, Equities
07. Nov 2019 Macro

European fiscal stimulus? Don't get your hopes up!

By: Martin Moryson

While German fiscal policy is fairly expansionary by its own standards, requests for more fiscal stimulus are mounting. Without a serious recession in sight we don't expect much more.

Europe, Politics, Macro
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