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Insights
Our evaluations and analyses
CIO View
Dec 12, 2025
Chart of the week
The worrying 'K' on the U.S. stock market
The operating profits of the S&P 500 and overall economic profits are decoupling
Dec 08, 2025
Investment Traffic Lights
Investment Traffic Lights
The monthly Investment Traffic Lights provide a detailed market analysis and our view on developments in the main asset classes.Â
Dec 05, 2025
Chart of the week
U.S. unemployment steady, nerves frayed
A widening gap between official data and worker sentiment points to the power of technological anxiety.
Dec 03, 2025
Portfoliomanagement
CIO View Portfolio: Perspectives
In our monthly Multi-Asset update we describe the translation of our CIO View into the CIO View model portfolio.
Dec 02, 2025
Americas CIO View
Americas CIO View
A.I. is growing quickly and is very hungry: S&P firms provide the essentialsÂ
Dec 01, 2025
APAC CIO View
APAC CIO View
ASEAN Developing Countries: Resilient Growth thus far
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Investment Topics
Back to normal? How Asian insurers are responding to rising interest rates
Rising interest rates have resulted in significant losses on the existing portfolios of Asian insurers while the overall impact on their solvency position has been positive.
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CIO View
