CIO Archive

Results: 682 Matches

May 29, 2020 Equities

Expensive stocks become more expensive as cheap ones stay cheap

Covid-19 did not put an end to the sectoral imbalances in equities. Late-cycle favorites remain popular. Clearly, this is no regular upswing. Can it last?

Equities
May 25, 2020 Alternatives

A growing opportunity set

By: Audie Apple, Kumber Husain

Covid-19 looks set to further accentuate secular private-equity trends towards add-on activity and sponsor-to-sponsor exits.

Alternatives
May 22, 2020 Macro

U.S. Economic Outlook

By: Christian Scherrmann

Layers of uncertainty

Macro
May 22, 2020 Globalization

Losing streak

The damage from recent trade conflicts between the United States and China may prove hard to reverse, harming U.S. consumers and businesses alike.

Macro, Politics
May 20, 2020 Equities

Americas CIO View

By: David Bianco

Ready or not, normal here we come: But hard to find for many

Equities
May 18, 2020 Commodities

CIO Commodity Commentary

By: Darwei Kung

Post the oil-price inflection

Alternatives, Commodities
May 15, 2020 Macro

Bad times for people with lower-paying jobs

U.S. labor statistics look bad at first, and pretty sad at second sight. Even an apparently positive detail proves to have a negative narrative.

Macro
May 08, 2020 Equities

A downturn unlike any other?

By: Andre Koettner, Dr. Thomas Schuessler

Why we remain cautiously optimistic on equities – with a strong emphasis on being cautious!

Equities, Central banks, Inflation
May 08, 2020 Inflation

What will happen to all the "money"?

The expansion of central-bank balance sheets will not necessarily lead to inflation.

Macro, Inflation, Monetary policy
May 06, 2020 Equities

Americas CIO View

By: David Bianco

The debts that recessions leave behind: what's a creditor to think?

Equities
May 06, 2020 Central banks

A reprimand without impact

ECB bond purchases not endangered by German judgment

Macro, Central banks
May 05, 2020 Macro

Investment Traffic Lights

In April, some stock indices posted record jumps and the risk premiums of corporate bonds narrowed considerably. This could now be followed by consolidation.

Fixed Income, Equities, Multi Asset
May 04, 2020 Forecasts

Our forecasts

All forecasts at a glance

Currencies, Fixed Income, Macro, Equities
Apr 30, 2020 Macro

Adjusting our strategic CIO View forecasts

These are turbulent times. For the second time since our regular strategy meeting in February, we are updating our forecasts, with relatively minor changes to our targets.

Macro, Fixed Income, Equities, Commodities
Apr 30, 2020 Equities

Exceptional strength of the strongest in the S&P 500

More strongly than ever before, the U.S. equity market is being driven by a few heavyweights. This cannot last forever, but at the moment there is a lot to be said for the big boys.

Equities
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