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By: Managing Director Michael Lewis, Peter Doralt
Company commitments to cut greenhouse gases have begun to spread in high-emitting sectors. Chances are we could see a further acceleration over the coming months.
By: Francesco Curto, Jason Chen, Dirk Schlüter
The green decade
By: Christian Scherrmann
Upgrading our forecasts for the U.S. economy
By: David Bianco
Amazing S&P 500 net profit margins: 12% overall and 24% at tech.
By: Eric Legunn, CFA, Robert Bush, Jason Chen
A cautious and systematic assessment of potential returns over the next decade suggests that China A-Shares, may still offer similar return potential as U.S. Equities.
By: Ann-Kathrin Behringer, Roman Steurer
Emerging markets present an outstanding long-term growth opportunity compared to low interest rates and muted economic performance in developed markets
Looking at the divergence between the copper/gold ratio and real yields suggests that some caution may be in order.
By: Darwei Kung
Less volatile markets ahead of Chinese New Year
The impact of Covid-19 has varied widely across different segments of U.S. industrial and retail real-estate markets.
The days when risk sentiment was all that mattered in currency markets may be ending: A fast U.S. recovery and a sluggish Eurozone looks set to boost the U.S. dollar.
By: Stefan Kreuzkamp
The U.S. elections, progress on vaccination, good quarterly figures and plenty of liquidity continue to drive the markets, which in some sub-segments are showing bubble symptoms.
A longer Covid-19 tunnel: prefer bond substitutes over recovery stocks
By: Shalin Bhagwan, Benjamin Schmitt
How asset selection and structural protections can help create secure income cashflows for pension funds investing in private infrastructure debt
With the United States coming in from the cold, sustainability initiatives just got another shot in the arm.
Equity valuations: many metrics succumb, but earnings yield spreads survive