CIO Archive

Results: 720 Matches

Nov 30, 2021 Inflation

Eurozone inflation surges to a new record

What to make of the annual inflation rate of 4.9%?

Inflation, Macro
Nov 29, 2021

New Covid-19 variant Omicron

So far uncertainty persists

Equities, Fixed Income, Macro
Nov 29, 2021

2022 – strong enough for monetary detox?

By: Stefan Kreuzkamp

The global economy should grow above potential in 2022, with inflation worries proving worse than inflation itself. Declining monetary support could unsettle markets, however.

Equities, Fixed Income, Macro
Nov 29, 2021 Forecasts

Our forecasts

All forecasts at a glance

Currencies, Fixed Income, Macro, Equities
Nov 26, 2021 Politics

Forming a new government was the easy bit

Climate protection, digitalization and pragmatism

Politics, Equities, Fixed Income, ESG, Alternatives
Nov 26, 2021 Equities

Exceptional U.S. quarterly earnings

S&P 500 third quarter earnings grew pretty strongly, not only compared to 2020, but also to Covid-free 2019. Growth is likely to persist, but at a lower level.

Nov 24, 2021 Equities

Americas CIO View

By: David Bianco

S&P 500 to 5000: Within reach thanks to virtual reality

Nov 19, 2021 Fixed Income

Central bankers are hardly infallible

Soaring inflation readings have prompted investors to price in rate hikes. Events in Australia say a lot about the psychology of the decision makers involved.

Bonds, Fixed Income
Nov 12, 2021 ESG

How much capital for the climate?

Ramping up capital expenditure to solve the climate crisis. It needs private and public money. And a lot more than is being spent now.

Sustainability, ESG
Nov 05, 2021 Macro

To tighten or not to tighten?

How global shipping woes help illustrate the troubles currently facing the world’s central banks.

Nov 03, 2021 Equities

Americas CIO View

By: David Bianco

S&P view from new high: Earnings, valuations and taxes

Nov 03, 2021 Macro

Investment Traffic Lights

By: Stefan Kreuzkamp

October was a very good month for equities and for commodities, whose rising prices seem to have discom-forted central banks, as the inflation debate got louder. Bonds accordingly suffered.

Alternatives, Equities, Multi Asset, Fixed Income
Oct 29, 2021 Equities

Europe's relatively weak equities

European stocks are losing weight internationally, even as the Dax approaches a record high. Europe isn't doing so badly, but other regions are doing better.

Equities, Digitalization
Oct 22, 2021 Equities

Americas CIO View

By: David Bianco

Shortages? Not in the nexus between the physical and digital world

Oct 22, 2021 Inflation

Exceeding expectations

The relationship between the spot price for oil and bond-market expectations for long-term inflation rates has become tighter than ever.

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