Another amazingly good quarter. What next?

By: Stefan Kreuzkamp

The markets easily withstood many adversities in the summer. In the coming twelve months equities and real estate remain our favorites, though their potential returns are only moderate.

Americas CIO View

By: David Bianco

S&P 12-month target 4600: Climb continues on digitally powered EPS growth

Dax: now bigger and relatively better

The Dax is expanding and increasing its market coverage. That should help gain attention, at the expense of the MDax. The MDax should, however, retain appeal of its own.

From drags to riches

Across much of the world, corporate earnings are doing surprisingly well. Alas, the market now appears priced for something close to perfection.

China has a (regulatory) plan

Casualties of China's economic recalibration

Earnings-season rituals

Once again, much fuss will be made around the earnings season; beats and misses will move individual share prices. Investors shouldn't worry too much in our view.