Insights

Normalization in leisure & hospitality – a signal for the broader U.S. labor market?

In our monthly Multi-Asset update we describe the translation of our CIO View into the CIO View model portfolio.

Not so long ago, Eurozone inflation was almost too dull to mention. Nowadays, the opposite risk looms: rising factory-price expectations deserve attention – but not panic.

The monthly Investment Traffic Lights provide a detailed market analysis and our view on developments in the main asset classes. 

U.S. productivity is improving. In aggregate economic data, however, the AI dividend remains easier to imagine than to measure.

Critical minerals are increasingly playing a key role in the development of electromobility, renewable energy and digitalization – and thus in shaping future developments.