Asset classes

A look behind the main asset classes

Equities

03. Jul 2019

Americas CIO View

Post G20: Existing tariffs stay in effect, lower S&P 500 EPS outlook

25. Jun 2019 Forecasts

Adjusting our 12-month targets

Central banks look set to cave in the face of bond-market pressure. We are adjusting our forecasts accordingly.

11. Jun 2019

Americas CIO View

A brief history of China's 40-year economic expansion

12. Jul 2019

The American freight train slows down

Chart of the Week

02. Jul 2019 Investment Traffic Lights

Investment Traffic Lights

June was dominated by surprisingly dovish central banks, which lifted some equity markets to new highs and pushed some bond yields to new lows. But the joy is not untroubled.

17. Jun 2019 Equities

More troubles ahead

Big gains so far this year and continuing trade conflicts limit the near-time upside in equity markets.

Read more about equities

Fixed Income

25. Jun 2019 Forecasts

Adjusting our 12-month targets

Central banks look set to cave in the face of bond-market pressure. We are adjusting our forecasts accordingly.

04. Jun 2019

Investment Traffic Lights

Our monthly market analysis and positioning

26. Apr 2019 Government Bonds

The point of no returns

Chart of the week

24. Jun 2019 Forecasts

Our forecasts

All forecasts at a glance

Read more about fixed income

Multi Assets

25. Jun 2019 Forecasts

Adjusting our 12-month targets

Central banks look set to cave in the face of bond-market pressure. We are adjusting our forecasts accordingly.

15. Mrz 2019 Multi Asset

Strength through length

The turn of the year was stormy. Longer-term thinking may calm the nerves.

18. Dez 2018 Focus Topic

Beyond the business cycle

Focusing purely on "where we are in the cycle" risks overlooking structural changes

27. Jun 2019 Multi Asset

Reduce risk, increase flexibility

We are less gloomy on the outlook than bond markets. In our view, equity markets have to correct before offering opportunities for entry.

Read more about multi assets

Alternative Investments

17. Jul 2019

CIO Commodity Commentary

Our monthly analysis and outlook on commodities

03. Jul 2019

Americas CIO View

Post G20: Existing tariffs stay in effect, lower S&P 500 EPS outlook

25. Jun 2019

U.S. Economic Outlook

No more patience?

12. Jul 2019

The American freight train slows down

Chart of the Week

01. Jul 2019 CIO Flash

G20: marginally positive, but uncertainty remains.

G20 ended with little progress. But postponed tariff hikes are not canceled ones.

02. Jul 2019 Investment Traffic Lights

Investment Traffic Lights

June was dominated by surprisingly dovish central banks, which lifted some equity markets to new highs and pushed some bond yields to new lows. But the joy is not untroubled.

17. Jul 2019

CIO View pdf

Get all CIO View articles in one pdf

Read more about alternative investments

Trending topics

17. Jul 2019

CIO Commodity Commentary

Our monthly analysis and outlook on commodities

14. Jun 2019

CIO Commodity Commentary

Our monthly analysis and outlook on commodities

16. Mai 2019

CIO Commodity Commentary

Our monthly analysis and outlook on commodities

15. Mrz 2019

No cycle can last forever…

… but in our view, it is still too early, to batten down the hatches.

20. Jul 2018 Focus Topic

Let's make finance sustainable

The march towards sustainable finance looks unstoppable.

CIO View

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