CIO Archive

Search by keywords

Publishing Dates

Filters

Reset all filters

Show Filter

Results: 102 Matches

Jul 11, 2025 Chart of the week

Data centers drive U.S. electricity demand

After years of stagnation, digitalisation is leading to a significant increase in electricity demand

Americas, Artificial Intelligence, Digitalization

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

Apr 23, 2026 CIO Special

Critical minerals – The power factor in commodities

Critical minerals are increasingly playing a key role in the development of electromobility, renewable energy and digitalization – and thus in shaping future developments.

Commodities

Sep 25, 2025 CIO Special

Covered bonds – the success story continues

By: Vincenzo Vedda

Covered bonds may not only offer high security standards, but also attractive valuations.

Fixed Income, Bonds

Feb 13, 2026 Chart of the week

Copper between shortage and stockpiling

A physically tight market is keeping prices close to their record highs.

Raw materials

Sep 23, 2025 CIO Special

CIO View: Gateway to Europe

By: Vincenzo Vedda

Europe may be entering a new investment renaissance. Modernisation in defence, infrastructure, the green transition and low‑carbon tech could reshape the landscape. This could create compelling opportunities across multiple asset classes.

Europe, Macro

Apr 08, 2026 Portfoliomanagement

CIO View Portfolio: Perspectives

By: Vincenzo Vedda

In our monthly Multi-Asset update we describe the translation of our CIO View into the CIO View model portfolio.

Multi Asset, Fixed Income, Commodities, Alternatives, Equities

Aug 08, 2025 Chart of the week

China’s trade thrives beyond the U.S.

Despite falling U.S. demand, China’s exports grew—thanks to emerging markets. But transshipment clauses in Asian countries’ trade deals with the U.S. may pose risks

Globalization, Americas, Emerging Markets, Macro

Nov 14, 2025 Chart of the week

China’s 5-Year Plan: Innovation Overdrive?

The Communist Party’s latest 5-year blueprint puts technology and productivity in the spotlight.

Asia Pacific

Jul 18, 2025 Chart of the week

Brave new energy world

The changing balance of power between the world’s leading oil producers helps explain some of the recent oddities happening in global financial markets.

Americas, Währungen