CIO Archive

Results: 119 Matches

May 27, 2026 CIO Special

Critical minerals – The power factor in commodities

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

Commodities
Sep 25, 2025 CIO Special

Covered bonds – the success story continues

By: Vincenzo Vedda

Covered bonds may not only offer high security standards, but also attractive valuations.

Fixed Income, Bonds
Feb 13, 2026 Chart of the week

Copper between shortage and stockpiling

A physically tight market is keeping prices close to their record highs.

Raw materials
Sep 23, 2025 CIO Special

CIO View: Gateway to Europe

By: Vincenzo Vedda

Europe may be entering a new investment renaissance. Modernisation in defence, infrastructure, the green transition and low‑carbon tech could reshape the landscape. This could create compelling opportunities across multiple asset classes.

Europa, Macro
Aug 08, 2025 Chart of the week

China’s trade thrives beyond the U.S.

Despite falling U.S. demand, China’s exports grew—thanks to emerging markets. But transshipment clauses in Asian countries’ trade deals with the U.S. may pose risks

Globalization, Americas, Emerging Markets, Macro
Nov 14, 2025 Chart of the week

China’s 5-Year Plan: Innovation Overdrive?

The Communist Party’s latest 5-year blueprint puts technology and productivity in the spotlight.

Asia & Pacific
Jul 18, 2025 Chart of the week

Brave new energy world

The changing balance of power between the world’s leading oil producers helps explain some of the recent oddities happening in global financial markets.

Americas, Currencies
Apr 24, 2026 Chart of the week

Bond markets: shaken, not unanchored

Markets are pricing more near-term inflation risk, but longer-term expectations remain comparatively calm.

Bonds, Americas, Inflation
May 15, 2026 Chart of the week

Big tech invests - the market adjusts

Substantial upward revisions in capex reflect the AI infrastructure boom – early signs of increasing monetization are becoming visible

Artificial Intelligence, Technology
Jul 08, 2026 CIO Special

Berlin’s undersold big reform package

Berlin’s 34‑point reform program could be a major success because it addresses a multitude of challenges. Patience might pay off for investors.

Equities
Jan 24, 2025 Asia & Pacific

APAC CIO View

Evolving Data Center Landscape in Asia-Pacific

Asia & Pacific
Mar 03, 2025 Asia & Pacific

APAC CIO View

India Consumption Slowdown: Cyclical or Structural?

Asia & Pacific
Apr 02, 2025 Asia & Pacific

APAC CIO View

China Banks: Signs of Bottoming Out

Asia & Pacific
May 22, 2025 Asia & Pacific

APAC CIO View

Is Asia Self-sufficient in Times of Deglobalization?

Asia & Pacific
Jul 11, 2025 Asia & Pacific

APAC CIO View

Japan’s Retail Market in 2025: Balancing Tourism, Currency Fluctuations, and Strategic Consolidation

Asia & Pacific
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