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Articles

Results: 127 Matches

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
Sep 30, 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
Apr 24, 2026 Chart of the week

Bond markets: shaken, not unanchored

Markets are pricing more near-term inflation risk, but longer-term expectations remain comparatively calm.

Bonds, Americas, Inflation
May 15, 2026 Chart of the week

Big tech invests - the market adjusts

Substantial upward revisions in capex reflect the AI infrastructure boom – early signs of increasing monetization are becoming visible

Artificial Intelligence, Technology
Jul 08, 2026 CIO Special

Berlin’s undersold big reform package

Berlin’s 34‑point reform program could be a major success because it addresses a multitude of challenges. Patience might pay off for investors.

Equities
Sep 03, 2026 APAC CIO View

APAC CIO View

By: Ivy-sw Ng, Tommy Law

Status Quo of Artificial Intelligence (AI) Adoption in Asia

Artificial Intelligence, Asia Pacific
Mar 02, 2026 APAC CIO View

APAC CIO View

By: Ivy-sw Ng, Christy Lam

Charging Ahead: Electrification in Asia

Asia Pacific, Energy
Dec 01, 2025 APAC CIO View

APAC CIO View

By: Ivy-sw Ng, Tommy Law

ASEAN Developing Countries: Resilient Growth thus far

Asia Pacific
Oct 22, 2025 APAC CIO View

APAC CIO View

By: Ivy-sw Ng, Tommy Law

Persistent Rice Inflation: Balancing Inflation and Economic Risks

Asia Pacific
Aug 11, 2025 Asia Pacific

APAC CIO View

Exploring the IP Playbook: From Japan to China

Asia Pacific
Jul 11, 2025 Asia Pacific

APAC CIO View

Japan’s Retail Market in 2025: Balancing Tourism, Currency Fluctuations, and Strategic Consolidation

Asia Pacific
May 22, 2025 Asia Pacific

APAC CIO View

Is Asia Self-sufficient in Times of Deglobalization?

Asia Pacific
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