CIO Archive

Results: 157 Matches

Aug 05, 2024 CIO Special

Time for a change in styles

By: Björn Jesch

Corporate bonds are currently in high demand. Despite already expensive spreads, in our opinion there is no trend reversal to be feared due to a healthy environment.

Financials
Feb 06, 2025 CIO Special

The shine is back on gold

By: Vincenzo Vedda

To participate in the expected performance of the yellow precious metal, investments in physical gold and gold mining shares appear equally suitable

Central banks, Macro, Commodities
Sep 06, 2024 Central banks

The ECB seems increasingly confident

There are good reasons European monetary policymakers appear increasingly confident of reaching their inflation target of 2% again in the not-too-distant future.

ESG, Macro
May 24, 2023 Macro

That latest debt-ceiling drama

By: Björn Jesch

We remain confident that a small deal can get struck in time, paving the way for more deals later

Macro
Mar 07, 2025 Chart of the week

Springtime for Germany’s DAX?

The DAX has hit a record high, outperforming smaller German stocks. Investors expect a business-friendly government. But many challenges remain.  

Equities, Macro
Mar 21, 2024 CIO Special

Small caps ready for a comeback

By: Björn Jesch

Critical technologies are being identified and promoted as deglobalization advances

Macro, Equities, Europa
Mar 14, 2025 Chart of the week

Securing Europe’s security and growth with less energy waste

Europe's economies wasted billions of euros through the inefficient use of energy

Macro
Nov 18, 2024 CIO Flash

Riding Red Ripples

The asset class implications of Donald Trump’s next term in office are becoming clearer

Elections, Politics
May 13, 2025 U.S. Economic Outlook

Recession odds remain elevated

Uncertainty and higher prices expected to take a toll on the economy.

Macro, Americas
Nov 29, 2023 Alternative Assets

Real estate – time to enter?

Higher yields have proven to be a formidable headwind for both residential and commercial properties, but fundamentals have generally been stalwart.

Alternative Assets, Real Estate
Sep 27, 2024 ESG

Reaching Net Zero remains possible

Limiting temperature increases to 1.5-2.0 Celsius degrees is not an elusive dream if the growth rates in investments into energy transition of the last five years can be maintained.

ESG
Nov 29, 2023 Equities

Quality: A guide for stock pickers

In theory, quality investing makes a lot of sense in an uncertain world. In practice, it takes a great deal of skill and effort.

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
Apr 11, 2025 Chart of the week

Pessimistic stock market sentiment

Market sentiment tumbles into “panic territory” after reciprocal tariffs announcement on “Liberation Day.”

Macro, Fixed Income
Oct 28, 2024 CIO Special

November surprises

By: Björn Jesch, Peter Doralt, Francis (Frank) J. Kelly

What to expect, as we head into the homestretch of another U.S. electoral nailbiter

Americas, Elections
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