Archive

How new technologies are reshuffling the cards in the logistics industry

The online retail market is booming – and the logistics industry also as a result. However, competition among the carrier services is greater than ever. Investors will find it worthwhile to take a look at the innovative providers of technology services.

An early roadmap to U.S. politics in 2020 and beyond

Von : Peter Doralt

We take an initial stroll along the campaign trail heading towards the U.S. elections in November – and tell you what potential signals to listen up for in all the noise likely to head your way.

CIO Commodity Commentary

Von : Darwei Kung

Finally a phase-one deal – and now?

A new beginning?

Under the new trade deal, China will be forced to manage trade even more heavily. That's a step in the wrong direction both for China and the rest of the world.

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?

U.S. Economic Outlook

Von : Christian Scherrmann

Is the U.S. labor market turning?

China and artificial intelligence

Fund manager Tobias Rommel spent several weeks travelling around China to learn first-hand about the development of artificial intelligence there. "Companies are making tremendous progress," he explains in this interview.

The ECB, the Fed, rates, yields and currencies

Chart of the week

Americas CIO View

Von : David Bianco

Beware a value rotation trap

Happy New Year on the stock markets in 2020?

2019 was a great year for stock markets, but what will 2020 bring? There’s a good chance that the upwards trend will continue, although it might not be as strong as last year.

Subprime risks return

Chart of the week

Good corporate governance pays off

Corporate governance seems to be the linchpin in sustainable investment. Experience shows that well-managed companies have significantly fewer environmental and social problems.

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.

Stocks in 2019: what a difference one year makes

Chart of the week

Americas CIO View

Von : David Bianco

2020 outlook: a difficult year to value