CIO Archive

Results: 664 Matches

May 14, 2021 ESG

From near-zero to hero

Europe's carbon-pricing scheme is going from strength to strength, increasingly impacting countries with less stringent carbon policies too. Investors should pay attention.

ESG
May 12, 2021 Equities

Americas CIO View

By: David Bianco

Very strong first-quarter EPS results: 200 U.S. dollars annualized S&P 500 EPS power

Equities, Americas
May 07, 2021 Real Estate

U.S. economy should support real estate

The U.S. real-estate sector looks set to get a boost from strongly improving demand at a time of still somewhat constrained supply. Not all sub segments are likely to benefit equally, though.

Real Estate, Macro, Alternatives
May 04, 2021 Global

Investment Traffic Lights

By: Stefan Kreuzkamp

April was a pleasant month for most investors.

Alternatives, Equities, Multi Asset, Fixed Income, Global
Apr 30, 2021 Währungen

Canadian early birds

What will happen to central-bank purchases and currencies as the Covid crisis recedes? Canada offers some early clues.

Währungen
Apr 26, 2021 Equities

Americas CIO View

By: David Bianco

Bond buyers beware of a stimulus-industrial complex

Americas, Equities
Apr 23, 2021 Commodities

CIO Commodity Commentary

By: Darwei Kung

Oil remains supported

Alternatives, Commodities, Global
Apr 23, 2021 Energy

Rising prices for an unloved product

The energy sector is investing less and finding it harder to raise funds. That means sustainably lower oil prices are unlikely this decade.

Energy, Commodities
Apr 21, 2021 Macro

U.S. Economic Outlook

By: Christian Scherrmann

Inflation and the economy on the move

Macro, Americas
Apr 09, 2021 Americas

Biden’s big plans for America

Infrastructure programs are economically necessary but often politically sensitive. President Biden may have hit the right time and tone and appears to be using rivalry with China as a lever.

Americas, Infrastructure
Apr 07, 2021 Global

Investment Traffic Lights

By: Stefan Kreuzkamp

The first quarter was propelled by rising growth expectations and bond yields, as well as by a rotation into cyclical stocks.

Alternatives, Equities, Multi Asset, Fixed Income, Global
Apr 07, 2021 Equities

Americas CIO View

By: David Bianco

First-quarter S&P 500 EPS will likely beat estimates: Market priced for 10% or more

Americas, Equities
Apr 01, 2021 Europe

Diminished expectations, if only in Europe

It is sadly foreseeable that economic growth in continental Europe will once again lag well behind other economies in 2021. That need not spell financial-market disaster.

Macro, Americas, Europe
Mar 29, 2021 Inflation

The return of inflation?

By: Martin Moryson

Is inflation back? Is its current rise permanent or just temporary? And what are the implications of reviving inflation for the capital markets?

Inflation, Macro, Central banks, Interest rates
Mar 26, 2021 Commodities

CIO Commodity Commentary

By: Darwei Kung

Oil takes a break after dizzying heights

Alternatives, Commodities, Global
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