Insights

CIO View

Jan 17, 2025 Chart of the week

What do falling Chinese yields tell us?

The bond market sees the convergence of Chinese and Japanese yields as a warning of potential 'Japanization' in China

Jan 13, 2025 CIO Special

Duration has lost its sting

On the bond market the risk-to-reward profile appears to favor medium- to long-term maturities

Jan 10, 2025 Chart of the week

Defying expectations

With European growth expectations for 2025 now already subdued, it is hard to imagine further bad news catching prognosticators by surprise.

Jan 07, 2025 Equities

Investment Traffic Lights

Our monthly market analysis and positioning

Dec 13, 2024 Chart of the week

Transformative European alternatives

Alternative assets in general, and European infrastructure in particular, may help returns and diversification potential to an investor’s asset portfolio and support European Transformation.

Dec 11, 2024 10 Themes

10 Themes - #10: 11 unlikely events with even more unlikely results

For the last of our “10 themes for the year ahead,” we let our thoughts run free. We look at events that are outside our core scenario and sometimes quite radical. The market reactions too could be surprising.

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Investment Topics

Back to normal? How Asian insurers are responding to rising interest rates

Rising interest rates have resulted in significant losses on the existing portfolios of Asian insurers while the overall impact on their solvency position has been positive.