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By: Vincenzo Vedda
In our monthly Multi-Asset update we describe the translation of our CIO View into the CIO View model portfolio.
By: Vincenzo Vedda, Peter Warken, Henning Potstada
After years of minimal interest rates, investors have been piling into money-market funds since 2022 to take advantage of higher rates. Now is the time to rebalance and diversify.
By: Jason Chen, Christian Scherrmann, Dirk Schlüter
The return outlook for the next decade
Industry desperately hopes for support from Brussels
Evolving Data Center Landscape in Asia-Pacific
Yields on U.K. sovereign bonds have surged to levels not seen since the Great Financial Crisis and the Sterling too is struggling
New Year’s resolutions vs. classic fundamentals: Momentum vs. Valuations
By: Maria Milina
How investors could take advantage of the already big and exponentially growing AI market
The bond market sees the convergence of Chinese and Japanese yields as a warning of potential 'Japanization' in China
On the bond market the risk-to-reward profile appears to favor medium- to long-term maturities
With European growth expectations for 2025 now already subdued, it is hard to imagine further bad news catching prognosticators by surprise.
For the last of our “10 themes for the year ahead,” we let our thoughts run free. We look at events that are outside our core scenario and sometimes quite radical. The market reactions too could be surprising.
In Theme #9 we look at the increasing cluster risks following Trump's election victory
By: Maria Milina, Michael Lewis, Murray Birt, Dirk Schlüter, Richard Marshall, Ruben Bos
The investment routes to express European Transformation
The eighth topic in the series analyzes efforts to break the dollar's global dominance.
