Asset classes

A look behind the main asset classes

Equities

11. Jun 2019

Americas CIO View

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

04. Jun 2019

Investment Traffic Lights

Our monthly market analysis and positioning

03. Jun 2019

Americas CIO View

Corporate debt is rising, but against more assets and low interest rates

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

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

11. Apr 2019 Central banks

An ECB gift with worrying strings attached

Introducing a tiering system might further delay monetary normalization.

12. Jun 2019 Central banks

Neither cuts nor hikes. So far.

Having just taken interest-rate hikes off the table, the market is putting interest-rate cuts on. Too soon, we think.

Read more about fixed income

Multi Assets

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

18. Dez 2018

Ready for anything

Despite an optimistic outlook, our portfolios are ready for turbulent times.

Read more about multi assets

Alternative Investments

14. Jun 2019

CIO Commodity Commentary

Our monthly analysis and outlook on commodities

11. Jun 2019

Americas CIO View

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

04. Jun 2019

Investment Traffic Lights

Our monthly market analysis and positioning

14. Jun 2019 Central banks

Few signs of labor-market weakness

Chart of the week

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 alternative investments

Trending topics

03. Mai 2019 Macro Outlook

Investment Traffic Lights

Our monthly market analysis and positioning

13. Mrz 2019 CIO Flash

"Tis but a scratch"

When it comes to Brexit, it is high time to start thinking the unthinkable.

04. Feb 2019 Investment Traffic Lights

Investment Traffic Lights

Our tactical and strategic view

03. Jan 2019 Investment Traffic Lights

Investment Traffic Lights

Our tactical and strategic view

18. Dez 2018

Year-end turbulence

Plummeting equity prices reflect many anxieties. We remain confident for 2019.

CIO View

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