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A good year lies ahead – and a weak decade

The investment prospects for next year aren’t bad. But the next decade doesn’t look anything like the past one.

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Dec 18, 2019 CIO View Quarterly

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Dec 17, 2019 Alternatives

The modern apartment renter

Understanding and appealing to the modern apartment renter in the U.S.

Dec 16, 2019 Equities

From TINA to FOMO

Increasingly, "fear of missing out" has joined "there is no alternative" as a key argument for equities.
Dec 12, 2019

2020 can't be expected to keep up with 2019

2019 has been exceptional for investors thanks to receding recession fears and generous central banks. 2020 is unlikely to be as good.

Dec 12, 2019 ESG

The global implications of water shortages

Population growth, urbanization and voracious water use bring hazards and opportunities in sectors such as agriculture and utilities.
Dec 09, 2019

You have to take risks if you want return

We expect little movement in bond yields. It's again in corporates and emerging markets that we look for potential returns.

Dec 04, 2019 Macro Outlook

Early signs of stabilization

Downside risks to global growth have shrunk in recent months. But we do not see much potential for an upside surprise either.
Nov 25, 2019 Forecasts

Our forecasts

All forecasts at a glance

CIO View

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THE CONTENT PRESENTED HERE IS INTENDED ONLY FOR PROFESSIONAL INVESTORS, E.G. BANKS, INVESTMENT ADVISORS, PENSION FUNDS, INVESTMENT FUNDS, INSURANCE COMPANIES AND SIMILAR LEGAL ENTITIES AND IS NOT INTENDED FOR PRIVATE INVESTORS. BY AGREEING TO THESE TERMS AND CONDITIONS, THE USER CONFIRMS AND ACKNOWLEDGES THAT HE IS ACTING IN HIS CAPACITY AS A PROFESSIONAL INVESTOR OR REPRESENTING A PROFESSIONAL INVESTOR AND IS NOT ACTING AS A PRIVATE INVESTOR.

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