Back to normal. But what is normal?

The record market slide has been followed by record-breaking stimulus – and a superfast rally. The economy is yet to follow.

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Jul 08, 2020 CIO View Quarterly

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Jul 06, 2020 Alternative Assets

How a virus may speed up the energy transition

What the last few months taught us about winners, losers and survivors in European electricity markets.

Jul 03, 2020 Multi Asset

Equities still the place to be

Monetary and fiscal packages are driving the markets, but their valuation leaves little room for economic disappointment.

Jun 25, 2020 Sustainability

Sustainable success stories

Increasingly, Sustainable Development Goals help drive our global outlook for sector allocation.

Jun 24, 2020 Equities

Time for a bit of patience

During the swift rebound since the March lows, equity markets may have gotten a little ahead of themselves.

Jun 19, 2020 Fixed Income

Almost back to normal

We do not expect much from government bonds for the time being. Our focus remains on corporate and emerging-market bonds.

Jun 15, 2020 Central banks

At a turning point

Five months into the Covid pandemic, there are signs of improvements. The risk of setbacks remains high, however.

Jun 10, 2020 Forecasts

Our forecasts

All forecasts at a glance

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