CIO Archive

Results: 709 Matches

Aug 07, 2020 Currencies

It’s too early to write the dollar’s obituary

In recent months, European policymakers have caught foreign-exchange markets by surprise. That says little about future exchange-rate developments.

Macro, Currencies
Aug 05, 2020 Equities

Americas CIO View

By: David Bianco

Tech titans: super enterprises in a class all their own

Equities
Aug 04, 2020 Macro

Investment Traffic Lights

In global stock markets, July was a pretty quiet month. Covid-19 and its direct and indirect effects look set to remain a crucial theme in the weeks ahead.

Alternative Assets, Equities, Fixed Income, Multi Asset
Jul 31, 2020 Equities

Are equity markets any good at pricing Covid-19?

The recent pattern in European equity markets looks strikingly similar to what happened in Asia after the SARS outbreak. That could be a mixed blessing.

Equities, Macro
Jul 29, 2020 Commodities

CIO Commodity Commentary

By: Darwei Kung

No recovery yet

Alternative Assets, Commodities
Jul 29, 2020 Equities

Americas CIO View

By: David Bianco

Better than feared second-quarter S&P 500 EPS on June bounce and tech & health-care immunity

Equities
Jul 24, 2020 Central banks

Where has all the cash gone to?

Central-bank balance sheets are growing at unprecedented speed. Inflation, however, remains tame. How come?

Central banks, Inflation
Jul 23, 2020 Macro

Covid-19 and the Internet of Things

By: Johannes Müller

Smart networks of mechanical and digital machines have the potential to mitigate future pandemic risks. There are plenty of stumbling blocks, however.

Macro, Technology
Jul 22, 2020 Macro

U.S. Economic Outlook

By: Christian Scherrmann

Big numbers alone make no proper monetary policy

Macro
Jul 22, 2020 Equities

Americas CIO View

By: David Bianco

Beyond the bounce: credit spreads – an equity alternative

Equities
Jul 21, 2020 Macro

EU rescue package clears decisive hurdle

The EU will provide generous aid to countries particularly affected by Covid-19. It remains to be seen to what extent this can trigger a sustained boost in productivity.

Macro
Jul 17, 2020 Equities

Chinese stocks have become relatively attractive

Chinese stocks are among the strongest this year. This reflects the country's relative success dealing with the pandemic as well as an improving structural mix to its economy.

Equities
Jul 15, 2020 Equities

Americas CIO View

By: David Bianco

The winning factors: Will they persist? Clues in earnings season

Equities
Jul 10, 2020 Equities

Hard times and great expectations

Consensus estimates for corporate earnings and economic growth have collapsed since the beginning of the year. Not that you could tell from current share prices.

Macro, Equities
Jul 08, 2020 CIO View Quarterly

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