CIO Archive

Results: 252 Matches

May 24, 2024 Europa

High long-term significance of European elections

Election outcome expected to reflect broader trends and changes

Europa, Elections
May 21, 2024 CIO Special

U.S. money market funds - a safe haven?

By: Björn Jesch

U.S. money market funds (MMFs) have experienced massive inflows since the end of 2022. At just above USD 6 trillion, they currently stand at an all-time high

Macro, Equities
May 17, 2024 Europa

Protest votes, the European way

Elections to the European Parliament are getting close. A quick overview on how they work and why it matters, even if the immediate market impact is likely to be limited.

Europa, Elections
May 14, 2024 Americas

Americas CIO View

By: David Bianco

Surging AI capex: Macro implications of its size and return on investment?

Americas, Equities
May 10, 2024 Europa

German public investments too low

Debt brake is increasingly being called into question

Europa, Macro
May 08, 2024 Macro

U.S. Economic Outlook

By: Christian Scherrmann

Why the Fed will cut rates – sooner or maybe later.

Macro
May 06, 2024 Macro

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Macro, Multi Asset, Alternative Assets, Equities, Fixed Income
May 03, 2024 Inflation

Comparing apples and oranges

A look at underlying inflation components shows a mixed picture. The U.S. Federal Reserve (Fed) is right to be patient.

Central banks, Inflation
Apr 29, 2024 CIO Special

Rising ESG bond volumes offer opportunities

By: Björn Jesch

Sustainable bonds have become an integral part of the global investment universe. In addition to the chance to diversify they might also offer investors the opportunity to outperform.

ESG, Bonds, Fixed Income
Apr 26, 2024 Central banks

How far ahead of the Fed will the ECB be?

Lower inflation gives Europe’s monetary authorities room to cut

Central banks, Macro
Apr 19, 2024 Europa

European Transformation: Are we there yet?

Assessing progress towards reaching 2030 targets is essential for Europe’s future success. It also highlights the need for more investments and further policy action.

Europa, ESG
Apr 12, 2024 Industry

Industrial production isn’t the whole story

German manufacturing is not doing as badly as it may seem

Industry, Europa
Apr 05, 2024 Equities

Is the Swiss franc about to weaken at last?

Since the financial crisis the Swiss currency has trended relentlessly higher against the euro. But recently the first signs of weakness have appeared

Europa, Currencies
Mar 27, 2024 CIO Special

Value vs. Growth

By: Björn Jesch

Strong performance of the "Magnificent Seven" has pushed value stocks into the background - wrongly so?

Macro, Equities
Mar 27, 2024 Fixed Income

Investing is a cinch

By: Björn Jesch

The coming months are likely to bring interesting opportunities for fixed income investors, as the longer-term prospects for fixed-interest assets continue to appear decent.

Fixed Income
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