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By: Björn Jesch
Strong performance of the "Magnificent Seven" has pushed value stocks into the background - wrongly so?
Critical technologies are being identified and promoted as deglobalization advances
By: Jason Chen, Christian Scherrmann, Dirk Schlüter
The return outlook for the next decade
By: Jason Chen
Evaluating the use of high yield within an investment portfolio
Our monthly presentation showing our current CIO View positioning as well as risk and duration view from a multi-asset perspective.
By: Murray Birt, Jay Joshi, Michael Lewis
European carbon allowances - “A little goes a long way”
By: Michael Lewis, Steffen Kutscher, Otar Sarishvili, Dr. Yannik Bofinger
Whitepaper #1: Catching-up to climate
How and why we still need to do more to get more women into finance, encourage more women to invest and improve education about gender, diversity and finance.
India’s structural strengths – demography and democracy – are well known. Business-friendly politics, a thriving service sector and geopolitics add to the positive picture.
By: Jason Chen, Katrin Loehken, Dirk Schlüter
Japanese market has generated renewed confidence among investors with the potential to escape the deflationary trap of the past three decades.
By: Maria Milina, Robert Bush, Jason Chen
Once considered separate domains, economic and national security have seen growing convergence in recent years.
By: Jason Chen, Dirk Schlüter
Fixed income returns in inverted yield curve environments
By: Matthias Schuckardt, Gunnar Friede, Peter Warken, Marco Kleweken, Jason Chen
By: Björn Jesch, Martin Moryson
The Long-Term Inflation Prospects
Given all the headlines of new extreme levels of temperature rise on land, one might have overlooked that a similar rise in temperatures is occurring in our oceans.
