Market Outlook | An unusual upswing is gaining pace

The global economy is expected to achieve remarkably high growth in 2021. This is a good basis for the capital markets, but it creates risks and may require reallocations.

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Multi Asset Overview

Further articles

Apr 09, 2021

Biden’s big plans for America

Infrastructure programs are economically necessary but often politically sensitive. President Biden may have hit the right time and tone and appears to be using rivalry with China as a lever.
Apr 07, 2021 Macro

Investment Traffic Lights

The first quarter was propelled by rising growth expectations and bond yields, as well as by a rotation into cyclical stocks.
Apr 07, 2021

Americas CIO View

First-quarter S&P 500 EPS will likely beat estimates: Market priced for 10% or more
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CIO View

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