CIO Archive

Results: 752 Matches

Oct 23, 2020 Macro

Glimmers of hope

Covid-19 infection rates are on the rise again. So, why have growth forecasts become more optimistic? Trends in service-sector sentiments suggest some answers

Macro, Global
Oct 21, 2020 Macro

U.S. Economic Outlook

By: Christian Scherrmann

Decline ahead?

Macro, Americas
Oct 20, 2020 Commodities

CIO Commodity Commentary

By: Darwei Kung

Gold remains an attractive diversifier

Alternatives, Commodities, Global
Oct 20, 2020 Elections

Our probably final updates on U.S. election probabilities

By: Johannes Müller

Looking good for Democrats – don't count out the underdogs, though

Americas, Macro, Elections
Oct 20, 2020 Equities

Americas CIO View

By: David Bianco

The polls have spoken: Have the people?

Americas, Equities
Oct 16, 2020 Currencies

Chinese lessons

Covid-19’s first victim continues to recover, with structural measures increasing the economy’s robustness and boosting its currency. That is not without risks, however.

Asia & Pacific, Macro, Currencies
Oct 15, 2020 Equities

How to invest like a – smart – lemming

By: Dr. Thomas Schuessler, Andre Koettner

A veritable liquidity tsunami has lifted equities. With no fundamental upside left from here, now is the time to be selective.

Global, Macro, Equities, Elections
Oct 12, 2020 Equities

Americas CIO View

By: David Bianco

Third-quarter reporting ahead: suddenly last summer

Americas, Equities
Oct 09, 2020 Inflation

Early whiffs of inflation?

For the first time since 1995, U.S. durable consumer-goods prices are rising! At the very least, this shows how quickly inflation can react to changing conditions.

Americas, Macro, Central banks, Inflation
Oct 02, 2020 Sustainability

Burning down the house: Time to value biodiversity

Economic consequences of biodiversity loss and the role of financial regulators.

Sustainability, Global, ESG
Oct 02, 2020 Macro

Investment Traffic Lights

By: Stefan Kreuzkamp

We believe that the wait-and-see, nervous attitude of the markets in September could continue in October. Central-bank support remains important.

Alternatives, Equities, Global, Fixed Income, Multi Asset
Oct 01, 2020 Equities

Americas CIO View

By: David Bianco

Russell 2000: Search it for growth

Americas, Equities
Sep 30, 2020 Alternatives

The future of office spaces

By: Director Kevin White, Liliana Diaconu

Contrary to common fears, Covid-19’s long-term effect on office demand might actually be accretive, or at least not destructive.

Global, Americas, Technology, Alternatives
Sep 25, 2020 ESG

Thinking about sector allocation in new ways

By: Petra Pflaum

Why ESG quality is such an important driver for investors and performance across companies, sectors and sub-sectors.

Global, Fixed Income, Equities, Sustainability, ESG
Sep 25, 2020 Sustainability

Of climate pledges and damages – Europe vs. U.S.

Unlike in Europe, it is the cities and municipalities in the United States, and not the state, which are taking the lead in climate protection. They have good reason to do so.

Global, Sustainability
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