CIO Archive

Results: 689 Matches

Jul 30, 2021 Americas

An entrepreneurial recovery

New businesses have been mushrooming in the United States since the start of the pandemic. That could have big implications.

Jul 28, 2021 Commodities

CIO Commodity Commentary

By: Darwei Kung

An OPEC+ agreement – finally

Alternatives, Commodities, Global
Jul 23, 2021 ESG

Living beyond our means

There are several ways to express that humans are living way beyond Earth's means. The bill has arrived and will keep on coming.

ESG, Sustainability
Jul 16, 2021 Equities

Earnings-season rituals

Once again, much fuss will be made around the earnings season; beats and misses will move individual share prices. Investors shouldn't worry too much in our view.

Equities, Europe, Americas
Jul 09, 2021 Equities

Americas CIO View

By: David Bianco

S&P 500 & R2000: Strong EPS growth, but different sector/style drivers

Americas, Equities
Jul 09, 2021 Trade

The charm of setting carbon prices at the border

Trying to reduce CO2 emissions by itself might prove difficult for the EU, not least as it could undermine its competitiveness. A carbon border tax could help.

ESG, Industry, Politics, Region
Jul 06, 2021 Macro

Digital designs | Part 2

By: Johannes Müller

What central-bank digital currencies might and might not be able to deliver.

Currencies, Equities, Fixed Income, Inflation, Digitalisierung, Technology
Jul 02, 2021 Global

Investment Traffic Lights

By: Stefan Kreuzkamp

June was quite positive for the markets. Vaccination progress and good data coincided with reduced concerns about inflation. But the upswing is likely to lose momentum.

Alternatives, Equities, Multi Asset, Fixed Income, Global
Jul 02, 2021 Real Estate

Home run for U.S. real estate?

All ingredients appear to be aligned for profitable years ahead in the U.S. real-estate market, lest Covid has erased all historical patterns.

Alternatives, Real Estate, Inflation, Macro, Americas
Jul 01, 2021 Global

Market Outlook | Things are so good that it's time for a break

A buoyant economic recovery, record stock markets and calm bond markets. Things have been going all too well and the next surprises are unlikely to be positive.

Macro, Fixed Income, Alternatives, Equities
Jun 25, 2021 Americas

That 70s horror show

So far at least, U.S. wage increases have been very unevenly distributed. Are we moving from transitory inflation to transitory labor-market tightness?

Americas, Macro, Inflation, Central banks
Jun 18, 2021 Commodities

CIO Commodity Commentary

By: Darwei Kung

Gold-price setback after hawkish Fed

Alternatives, Commodities, Global
Jun 18, 2021 ESG

Company success lies within

Workers are viewed as the most financially material of a company’s stakeholders

ESG, Sustainability
Jun 16, 2021 Equities

Americas CIO View

By: David Bianco

Beyond the reopening

Equities, Americas
Jun 15, 2021 Macro

Digital designs | Part 1

By: Johannes Müller

What central-bank digital currencies might and might not be able to deliver.

Currencies, Central banks, Macro
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