Search by keywords
By: Gianluca Minella
In recent weeks, mobility slowed down again across Europe. Overall, however, European transport-infrastructure returns have been remarkably resilient during the pandemic.
By: Christian Scherrmann
Does the economy really need another round of stimulus checks?
By: Darwei Kung
The bulls are back in town
The likelihood of further deficit spending has risen sharply due to the outcome of the Georgia Senate elections.
By: David Bianco
Bidenomics: Spend now, tax later…until the bond market objects
By: Johannes Müller
The Brexit deal wasn't the only Christmas surprise. In the long run, the investment agreement with China could prove almost as consequential for EU exporters.
By: Stefan Kreuzkamp
2020 was better than its reputation – at least from an investor's perspective. In 2021, on the other hand, companies and consumers should fare better while investors may face a more difficult time. Broad positioning will be important.
Vaccine shots for the economy
S&P 500 earnings could exceed their 2019 levels as early as 2021. This partly reflects the index's sector composition, which is significantly more favorable than that of European indices.
After a challenging year, a positive outlook
By: Elke Speidel-Walz
Despite de-globalization fears, China and Asia are back at the center of global supply chains. The RCEP Asian trade-integration plan has big global implications.
2021 outlook: no easy choices, diversify
Five years after the Paris Agreement, carbon intensive corporation's capex still dwarfs clean energy investment
Receive the full comprehensive CIO View in one document
Still some S&P 500 upside on stable policies and recovery with low interest rates