From a trade dispute to a trade war. And back?

The U.S.-China dispute weighs on our strategic outlook, even though its initial economic impact is small.

Read Article

Reduce risk, increase flexibility

We are less gloomy on the outlook than bond markets. In our view, equity markets have to correct before offering opportunities for entry.

Read Article
25. Jun 2019 Politics

Europe's green wave

Green electoral gains at the European elections reflect broader changes in attitudes, especially towards climate change.

21. Jun 2019 Private Equity

The best of both worlds?

The rapid growth of a secondary market in private equity has created new opportunities. It is not without risks, however.

17. Jun 2019 Equities

More troubles ahead

Big gains so far this year and continuing trade conflicts limit the near-time upside in equity markets.

24. Jun 2019 Forecasts

Our forecasts

All forecasts at a glance

12. Jun 2019 Central banks

Neither cuts nor hikes. So far.

Having just taken interest-rate hikes off the table, the market is putting interest-rate cuts on. Too soon, we think.

07. Jun 2019 Macro Outlook

Increasingly fragile

The outlook for the world economy is getting cloudier. Escalating trade tensions could trigger further downgrades.

All CIO Articles

CIO Archive

Find all articles in our CIO-View-archive.

Read more

CIO View

This website uses cookies in order to improve user experience. If you close this box or continue browsing, we will assume that you are happy with this. For more information about the cookies we use or to find out how you can disable cookies, see our Cookies Notice.

You are now seeing the Portugal version of the page despite being located in USA. You can change the country below.

Other country

Other country