Results: 915 Matches

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, Investment grade, High Yield, Fixed Income
Nov 27, 2020 Sustainability

Developments banks have teamed up to fight climate change

Handing out $2.3 trillion worth of credit every year, development banks have the means to make a big difference

Sustainability, Politics, ESG
Nov 25, 2020 Equities

2021 looks pretty good for equities

By: Dr. Thomas Schuessler, Andre Koettner

Earnings growth and "low-for-even-longer" interest rates imply a lower risk premium and higher valuations for equities.

Nov 24, 2020 Macro

The beginning of the pandemic’s end?

By: Johannes Müller

We are increasingly confident in our constructive base case for the world economy in 2021 and beyond, but plenty of question marks remain.

Nov 20, 2020 Sustainability

U.S. Federal Reserve to join sustainability club

Network for Greening the Financial System will come to include central banks and regulators from sixty countries

Sustainability, Politics
Nov 19, 2020 Forecasts

Our forecasts

All forecasts at a glance

Currencies, Fixed Income, Macro, Equities
Nov 19, 2020 Letter to Investors

Surprisingly optimistic for 2021

As the year draws to a close, 2020’s big risks start to look less bad, allowing investors to meet 2021 with optimism. We believe low interest rates will remain key.

Macro, Fixed Income, Equities, Alternatives
Nov 19, 2020 Infrastructure

Infrastructure - 10 facts that every investor should know

The cost of expanding and modernising infrastructure runs into billions every year. But more investment will be needed. Find out what makes infrastructure so special for investors.

Infrastructure, Equities
Nov 18, 2020 ESG

Systematic Investment Solutions: Spotlight on ‘S’ - Integrating the Social factor into investment portfolios

By: Ann-Kathrin Behringer, Dr. Jördis Hengelbrock

With the spread of the pandemic, the ‘S’ (Social) factor has moved into greater focus for investors. In this article, we shed light on recent approaches to social investing, illustrating that imposing social restrictions does not just alter the sustainability profile of portfolios.

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
Nov 10, 2020 ESG

Sustainable Energy Trends: Small is Beautiful

By: Murray Birt, Gianluca Minella, Aizhan Meldebek

ESG, Infrastructure
Nov 06, 2020 Macro

Investment Traffic Lights

By: Stefan Kreuzkamp

The stock-market rollercoaster could continue in November, depending on the evolution of Covid-19 and precisely what emerges from the hard-fought U.S. election.

Alternatives, Equities, Fixed Income, Multi Asset
Nov 06, 2020 Sustainability

Decarbonization: The race is on

President Trump’s decision for the U.S. to leave the Paris Climate Agreement has already led to growing efforts by various organizations to fight climate change.

Sustainability, Politics
Nov 05, 2020 Infrastructure

US Infrastructure Debt: The Case for Asian Insurers

By: Marlon Rockenfeller, Thomas Gillmann, Gianluca Minella, Chloe Tan

Private infrastructure debt offers unique features that make this asset class particularly interesting for insurers in Asia. Besides offering attractive economic features, infrastructure debt can also serve as capital-efficient source of duration under most risk-based capital regimes across Asia.

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