CIO Archive

Results: 268 Matches

Jan 15, 2021 Macro

More stimulus ahead

The likelihood of further deficit spending has risen sharply due to the outcome of the Georgia Senate elections.

Macro
Jan 12, 2021

Americas CIO View

By: David Bianco

Bidenomics: Spend now, tax later…until the bond market objects

Jan 08, 2021 Macro

The other trade deal

By: Johannes Müller

The Brexit deal wasn't the only Christmas surprise. In the long run, the investment agreement with China could prove almost as consequential for EU exporters.

Macro
Jan 07, 2021 Macro

Investment Traffic Lights

By: Stefan Kreuzkamp

2020 was better than its reputation – at least from an investor's perspective. In 2021, on the other hand, companies and consumers should fare better while investors may face a more difficult time. Broad positioning will be important.

Dec 18, 2020 Macro

U.S. Economic Outlook

By: Christian Scherrmann

Vaccine shots for the economy

Macro
Dec 18, 2020

The United States is well ahead – in the stock market.

S&P 500 earnings could exceed their 2019 levels as early as 2021. This partly reflects the index's sector composition, which is significantly more favorable than that of European indices.

Dec 17, 2020

CIO Commodity Commentary

By: Darwei Kung

After a challenging year, a positive outlook

Dec 16, 2020 Macro

Asia’s new trade bloc makes it even stronger

By: Elke Speidel-Walz

Despite de-globalization fears, China and Asia are back at the center of global supply chains. The RCEP Asian trade-integration plan has big global implications.

Macro
Dec 15, 2020

Americas CIO View

By: David Bianco

2021 outlook: no easy choices, diversify

Dec 11, 2020

Corporate capex must pivot to align with climate goals

Five years after the Paris Agreement, carbon intensive corporation's capex still dwarfs clean energy investment

Macro
Dec 10, 2020

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ESG, Macro
Dec 08, 2020

Americas CIO View

By: David Bianco

Still some S&P 500 upside on stable policies and recovery with low interest rates

Dec 08, 2020

A Washington punchline, no more?

By: Gianluca Minella, Hamish Mackenzie

For spending on U.S. infrastructure, the 2020 elections could mark a fairly decisive turning point.

Dec 07, 2020 ESG

The other sort of liquidity

By: Petra Pflaum

Water has become an increasingly important factor for performance across sectors, sub-sectors and companies.

ESG
Dec 04, 2020

Why stocks rely on interest rates staying low

Low real interest rates have been a driver of stock-market valuations in recent years. That need not spell trouble for 2021.

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