CIO Archive

Results: 300 Matches

Apr 09, 2021 Infrastructure

Biden’s big plans for America

Infrastructure programs are economically necessary but often politically sensitive. President Biden may have hit the right time and tone and appears to be using rivalry with China as a lever.

Infrastructure
Apr 07, 2021 Macro

Investment Traffic Lights

By: Stefan Kreuzkamp

The first quarter was propelled by rising growth expectations and bond yields, as well as by a rotation into cyclical stocks.

Alternative Assets, Equities, Multi Asset, Fixed Income
Apr 07, 2021 Equities

Americas CIO View

By: David Bianco

First-quarter S&P 500 EPS will likely beat estimates: Market priced for 10% or more

Equities
Apr 01, 2021 Macro

Diminished expectations, if only in Europe

It is sadly foreseeable that economic growth in continental Europe will once again lag well behind other economies in 2021. That need not spell financial-market disaster.

Macro
Mar 29, 2021 Inflation

The return of inflation?

By: Martin Moryson

Is inflation back? Is its current rise permanent or just temporary? And what are the implications of reviving inflation for the capital markets?

Inflation, Macro, Demographics, Central banks
Mar 26, 2021 Commodities

CIO Commodity Commentary

By: Darwei Kung

Oil takes a break after dizzying heights

Alternative Assets, Commodities
Mar 26, 2021 Inflation

Commercial real estate as a hedge against inflation

Commercial-real-estate prices are driven by many factors, including inflation. Rising inflation expectations are likely to support this segment of the property market.

Inflation
Mar 26, 2021 Equities

Americas CIO View

By: David Bianco

Rising Treasury yields: how high will they go?

Equities
Mar 19, 2021 Macro

U.S. Economic Outlook

By: Christian Scherrmann

Remain complacent – but only about monetary policy, not the pandemic

Macro
Mar 19, 2021 Macro

Market Outlook | An unusual upswing is gaining pace

The global economy is expected to achieve remarkably high growth in 2021. This is a good basis for the capital markets, but it creates risks and may require reallocations.

Macro, Fixed Income, Alternative Assets, Equities, Multi Asset
Mar 19, 2021 Currencies

Another booster shot for the greenback

The rapid pace of U.S. vaccinations is just one of several arguments in favor of the U.S. dollar compared to the euro.

Currencies
Mar 12, 2021 Macro

Focus | From "fad" to fact

Joe Biden’s inauguration looks increasingly likely to mark a sea change for sustainable investing. This could have lasting implications well beyond U.S. shores.

Macro, Sustainability, Politics, ESG
Mar 12, 2021 Inflation

No re-run of that 70s show

By: Johannes Müller, Peter Doralt

The bond market is already fretting about the U.S. economy overheating. However, we continue to think that the looming spike in inflation rates will be transitory.

Central banks, Macro, Inflation
Mar 11, 2021 Equities

Americas CIO View

By: David Bianco

Equity investing with earnings quality considered

Equities
Mar 05, 2021 Currencies

Can the Fed still put the brakes on cryptocurrencies?

How much longer will central banks and regulators watch the rapid growth of cryptocurrencies? Measured against the U.S. money supply, they are already astonishingly large.

Central banks, Inflation, Politics
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