Asset classes

A look behind the main asset classes

Equities

14. Nov 2019 Equities

Americas CIO View

Re-examine valuation and growth at new record high

08. Nov 2019 Equities

Quarterly earnings aren't what's driving stocks

Chart of the week

06. Nov 2019 Equities

Americas CIO View

Macro and earnings no worse than feared, but is this rally justified?

Read more about equities

Fixed Income

04. Nov 2019 Macro

Investment Traffic Lights

October was all about talk of deals and crucial deadlines. What happened? The deals got nowhere and the deadlines were missed. How did markets react? Equities went up still more and bonds hung around. It is remarkable how untroubled markets can be when central banks keep serving them monetary cocktails.

02. Okt 2019 Macro

Investment Traffic Lights

After a few tumultuous months, September proved relatively calm. Time to tweak some of our strategies.

18. Sep 2019 Central banks

Low for longer, but not lower

Yields are likely to remain low but not fall further. We believe a severe economic downturn would be needed to push them lower still.

Read more about fixed income

Multi Assets

04. Nov 2019 Macro

Investment Traffic Lights

October was all about talk of deals and crucial deadlines. What happened? The deals got nowhere and the deadlines were missed. How did markets react? Equities went up still more and bonds hung around. It is remarkable how untroubled markets can be when central banks keep serving them monetary cocktails.

02. Okt 2019 Macro

Investment Traffic Lights

After a few tumultuous months, September proved relatively calm. Time to tweak some of our strategies.

30. Sep 2019 Central banks

Ready for sideways trading

Central banks have pushed valuations up, leaving little upside potential. We stick to equities and hedge portfolios.

Read more about multi assets

Alternative Investments

04. Nov 2019 Macro

Investment Traffic Lights

October was all about talk of deals and crucial deadlines. What happened? The deals got nowhere and the deadlines were missed. How did markets react? Equities went up still more and bonds hung around. It is remarkable how untroubled markets can be when central banks keep serving them monetary cocktails.

31. Okt 2019 Alternatives

CIO Commodity Commentary

Volatile times ahead

26. Sep 2019 Alternatives

CIO Commodity Commentary

Our monthly analysis and outlook on commodities

Read more about alternative investments

Trending topics

14. Nov 2019 Equities

Americas CIO View

Re-examine valuation and growth at new record high

08. Nov 2019 Equities

Quarterly earnings aren't what's driving stocks

Chart of the week

06. Nov 2019 Equities

Americas CIO View

Macro and earnings no worse than feared, but is this rally justified?

04. Nov 2019 Macro

Investment Traffic Lights

October was all about talk of deals and crucial deadlines. What happened? The deals got nowhere and the deadlines were missed. How did markets react? Equities went up still more and bonds hung around. It is remarkable how untroubled markets can be when central banks keep serving them monetary cocktails.

31. Okt 2019 Alternatives

CIO Commodity Commentary

Volatile times ahead

CIO View

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