Asset classes

A look behind the main asset classes

Equities

03. Jul 2019

Americas CIO View

Post G20: Existing tariffs stay in effect, lower S&P 500 EPS outlook

25. Jun 2019

Adjusting our 12-month targets

Central banks look set to cave in the face of bond-market pressure. We are adjusting our forecasts accordingly.

11. Jun 2019

Americas CIO View

A brief history of China's 40-year economic expansion

Read more about equities

Fixed Income

25. Jun 2019

Adjusting our 12-month targets

Central banks look set to cave in the face of bond-market pressure. We are adjusting our forecasts accordingly.

04. Jun 2019

Investment Traffic Lights

Our monthly market analysis and positioning

26. Apr 2019

The point of no returns

Chart of the week

Read more about fixed income

Multi Assets

25. Jun 2019

Adjusting our 12-month targets

Central banks look set to cave in the face of bond-market pressure. We are adjusting our forecasts accordingly.

15. Mrz 2019

Strength through length

The turn of the year was stormy. Longer-term thinking may calm the nerves.

18. Dez 2018

Ready for anything

Despite an optimistic outlook, our portfolios are ready for turbulent times.

Read more about multi assets

Alternative Investments

19. Jul 2019

U.S. Economic Outlook

Cutting rates for the right reason?

17. Jul 2019

CIO Commodity Commentary

Our monthly analysis and outlook on commodities

03. Jul 2019

Americas CIO View

Post G20: Existing tariffs stay in effect, lower S&P 500 EPS outlook

Read more about alternative investments

Trending topics

15. Mrz 2019 ESG

Climate-change risks

Improving climate-related disclosure has emerged as a critical priority.

18. Dez 2018 ESG

Technology: creative & destructive

The winners and losers in an age of digitalization, automation and modernization

12. Okt 2018

A changing climate

What to make of the growing frequency and intensity of extreme weather events

12. Okt 2018

So far, so good.

Conventional analysis paints a soothing picture of the global economic outlook.

20. Jul 2018

Let's make finance sustainable

The march towards sustainable finance looks unstoppable.

CIO View

This website uses cookies in order to improve user experience. If you close this box or continue browsing, we will assume that you are happy with this. For more information about the cookies we use or to find out how you can disable cookies, see our Cookies Notice.

You are now seeing the Taiwan version of the page despite being located in USA. You can change the country below.

Other country

Other country