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India: Bright spot in uncertain times

India’s economic outlook remains attractive, and the recent market pullback creates an entry opportunity for investors

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Critical minerals at the center of geopolitical tensions

Competition for raw materials vital for the energy transition is intensifying

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Economic Overview

Jun 16, 2025 CIO Special

Critical minerals at the center of geopolitical tensions

Competition for raw materials vital for the energy transition is intensifying

Fixed Income, Bonds, Macro
Jun 13, 2025 Chart of the week

Japanese bond yields have risen sharply

We believe that fears of JGB weakness spreading to other government bonds appear to be exaggerated.

Macro, Equities, Fixed Income, Alternatives
Jun 06, 2025 Chart of the week

Still constructive

Cautiously optimistic: Our forecasts for the next 12 months

Macro, Equities, Fixed Income, Alternatives
May 28, 2025 CIO Special

German Bunds with renewed appeal

They have a balanced risk/return profile and look attractive compared to U.S. Treasuries

Fixed Income, Bonds, Macro
May 23, 2025 Chart of the week

Making hay - outlook still sunny in Spain?

Despite some clouds gathering, we remain optimistic about Spain’s economic prospects. Investment in machinery and equipment has been especially encouraging in Q1 2025.

Macro
May 16, 2025 Chart of the week

Moving targets

Despite recent signs of de-escalation, trade uncertainty and expected higher prices appear set to take a toll on the U.S. economy.

Macro

Further articles

Jul 08, 2025 Americas CIO View

Americas CIO View

Revisiting R^: How does the fiscal deficit affect the neutral Fed Funds rate?
Jul 04, 2025 Chart of the week

Will there be a U.S. debt crisis?

A look at the risks that the U.S. debt trajectory could become dynamically unstable
Jul 04, 2025 Investment Traffic Lights

Investment Traffic Lights

The monthly Investment Traffic Lights provide a detailed market analysis and our view on developments in the main asset classes. 
See all articles

CIO View

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