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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.

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Fixed Income Overview

Feb 19, 2021 Inflation

Are markets right to be quite so upbeat?

Looking at the divergence between the copper/gold ratio and real yields suggests that some caution may be in order.

Inflation, Macro, Fixed Income, Commodities
Dec 10, 2020 CIO View Quarterly

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Alternative Assets, ESG, Equities, Fixed Income, Macro, Multi Asset
Nov 27, 2020 Fixed Income

The case for credit remains strong

By: Joern Wasmund

A lot has changed, but readers familiar with our previous annual outlook might experience a strange sense of déjà vu.

Government bonds, Fixed Income, High Yield, Investment grade
Nov 13, 2020 Government bonds

Hunt for yield

Given the current increase in Treasury yields, we think investors can probably log in the gap between German Bunds and euro-hedged U.S. Treasury yields for quite a while.

Government bonds, Fixed Income
Nov 10, 2020 Equities

Golden November - so far

The U.S. elections and a Covid-19 vaccine breakthrough have provoked an upheaval in capital markets. Euphoria prevails, with foreseeable pitfalls.

Equities, Fixed Income, Macro
Sep 25, 2020 ESG

Thinking about sector allocation in new ways

By: Petra Pflaum

Why ESG quality is such an important driver for investors and performance across companies, sectors and sub-sectors.

Fixed Income, Equities, Sustainability, ESG

Further articles

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.
Apr 07, 2021 Macro

Investment Traffic Lights

The first quarter was propelled by rising growth expectations and bond yields, as well as by a rotation into cyclical stocks.
Apr 07, 2021 Equities

Americas CIO View

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

CIO View

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