CIO Archive

Ergebnisse: 612 Treffer

22. Jan 2020 Macro

U.S.-China trade deal: the easy step is done. And now?

Von : Elke Speidel-Walz

U.S.-Chinese "phase-one deal": Ceasefire in the trade war, but nothing more. Tariffs remain much higher than they were. What's next?

21. Jan 2020 Macro

U.S. Economic Outlook

Von : Christian Scherrmann

Is the U.S. labor market turning?

Macro, Central banks
17. Jan 2020 Currencies

The ECB, the Fed, rates, yields and currencies

Chart of the week

Central banks, Government Bonds, Currencies
17. Jan 2020 Equities

Americas CIO View

Von : David Bianco

Beware a value rotation trap

Equities
10. Jan 2020

Subprime risks return

Chart of the week

Macro
06. Jan 2020 Macro

Investment Traffic Lights

There were clear factors behind the year-end rally which in 2019 brought one of the best returns since 1990. However, the risk of short-term setbacks has therefore become greater.

Fixed Income, Equities, Alternatives, Multi Asset
03. Jan 2020 Equities

Stocks in 2019: what a difference one year makes

Chart of the week

Equities
23. Dez 2019 Equities

Americas CIO View

Von : David Bianco

2020 outlook: a difficult year to value

Equities
20. Dez 2019 Alternatives

CIO Commodity Commentary

Von : Darwei Kung

How long will OPEC+ keep oil up?

Alternatives, Commodities
20. Dez 2019 Politics

The United States: a divided nation

Chart of the week

19. Dez 2019 Macro

U.S. Economic Outlook

Von : Christian Scherrmann

Ending 2019 on a strong footing?

Macro
18. Dez 2019 CIO View Quarterly

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ESG, Equities, Fixed Income, Macro, Multi Asset
17. Dez 2019 Alternatives

The modern apartment renter

Von : Mark G. Roberts

Understanding and appealing to the modern apartment renter in the U.S.

Real Estate, Infrastructure, Alternatives
16. Dez 2019 Equities

From TINA to FOMO

Von : Andre Koettner, Dr. Thomas Schuessler

Increasingly, "fear of missing out" has joined "there is no alternative" as a key argument for equities.

Politics, Equities
13. Dez 2019 Politics

Over to you, Brussels

Against the odds, Boris Johnson has won a landslide victory. The chances of "getting Brexit done" reasonably quickly and smoothly have never been better

Politics
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