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Jul 08, 2020 CIO View Quarterly

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Jul 06, 2020 Alternatives

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.

Jul 03, 2020 Inflation

The other looming V-shaped recovery

There are a few reasons to think that unlike the economy, inflation could see a V-shaped recovery.

Jul 02, 2020 Macro

Investment Traffic Lights

June ends one of the strongest capital-market quarters in decades. But the recovery euphoria is likely to lose momentum now.

Jun 26, 2020 Währungen

Fundamentals are no longer driving currencies

Fundamentals and rate differentials aren’t driving currencies now. Instead their moves reflect the swings in sentiment in global markets.

How we see the markets

Investment Traffic Lights

June ends one of the strongest capital-market quarters in decades. But the recovery euphoria is likely to lose momentum now.

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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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