Archive

Early signs of stabilization

Von : Johannes Müller

Downside risks to global growth have shrunk in recent months. But we do not see much potential for an upside surprise either.

The shared accommodations revolution

New forms of work and swelling numbers of commuters are breathing new life into shared living arrangements. That’s good not only for tenants but also for investors.

Investment Traffic Lights

The year-end rally has already started. Everybody seems to be on board, and central banks continue to be happy to help.

Why you should keep an eye on NIPA

Chart of the week

Multi-asset funds: a triathlon of successful investment

What do swimming, bicycling and running have in common with multi-asset funds? More than you think!

The year-end rally – has Christmas come early?

In the fourth quarter, regular as clockwork, speculation begins about a possible year-end stock market rally. We uncover the fact and fiction behind this phenomenon.

CIO Commodity Commentary

Von : Darwei Kung

A united OPEC and trade headlines

U.S. Economic Outlook

Von : Christian Scherrmann

Recession risk judged to be moderate

What speaks for real estate despite the price boom

Demand is high, but supply continues to be tight: The price of a lot of real estate – especially residential real estate – is going through the roof. And what now?

Our forecasts

All forecasts at a glance

A good year lies ahead – and a weak decade

Von : Stefan Kreuzkamp

The investment prospects for next year aren’t bad. But the next decade doesn’t look anything like the past one.

Consumers remain cheerful – for now

Chart of the week

Americas CIO View

Von : David Bianco

Constructive outlook, but vigilant as economic slowdown continues

Diversification: many benefits and cost-free

With “good” diversification – a broad capital spread – investors can minimise the risk of losses and enhance their returns.

Integrating climate transition risk into investment portfolios

Von : Michael Lewis, Carsten Keil

Climate change is a significant risk for investors, from the financial losses incurred from extreme weather events, the asset re-pricing in the transition to a low carbon economy to the use of law courts as a new instrument to enforce and accelerate climate change action.