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Results: 125 Matches

24-Apr-25 CIO Flash

Extraordinary forecast adjustments

The U.S. president's policies are forcing us to revise our growth and market forecasts downwards. Regardless of how U.S. tariff policy develops, enough confidence has already been destroyed to make consumers, investors and companies more cautious. We expect markets to remain volatile in the short term but in our core scenario anticipate declining uncertainty and positive equity returns for the 12 months to come.

Macro, Equities, Alternatives
14-Apr-25 CIO Special

Europe’s time to shine

The Trump administration's frontal assault on global trade will not spare Europe. But the main victim could be the U.S. stock market, not least because of the high valuation gap between the U.S. and Europe. Together with the reform of the German debt brake, this makes Europe's equities relatively interesting.

Equities, Europe
14-Apr-25 Americas CIO View

Americas CIO View

New world order for trade: What Next?

Americas, Equities, Macro
11-Apr-25 Chart of the week

Pessimistic stock market sentiment

Market sentiment tumbles into “panic territory” after reciprocal tariffs announcement on “Liberation Day.”

Macro, Fixed Income
04-Apr-25 Chart of the week

When businesses stop investing

So far, Trump’s tariff threats are mainly harming sentiment. That could change quite quickly, in ways that would be hard to undo or mitigate.

Macro, Americas
03-Apr-25 CIO Flash

Trump’s Tariffs: Is Free Trade a Thing of the Past?

The imposed tariffs by the Trump administration turned out significantly higher than initially expected

Macro, Politics
02-Apr-25 Asia & Pacific

APAC CIO View

China Banks: Signs of Bottoming Out

Asia & Pacific
28-Mar-25 Chart of the week

Germany’s emissions fall but more is needed

Continued reductions in greenhouse gas emissions make Germany’s 2030 targets look achievable given continuing efforts – amid a still concerning global picture.

Macro, ESG
25-Mar-25 Americas

Americas CIO View

Tariff Disturbances: More uncertainty on trade and to what end?

Americas, Equities
21-Mar-25 Chart of the week

Learning to live with Trump

Nothing is all that certain in Washington these days. This was the backdrop against which we developed the latest update to our strategic 12-month outlook.

Macro, Equities, Fixed Income, Alternatives
14-Mar-25 Chart of the week

Securing Europe’s security and growth with less energy waste

Europe's economies wasted billions of euros through the inefficient use of energy

Macro
07-Mar-25 Chart of the week

Springtime for Germany’s DAX?

The DAX has hit a record high, outperforming smaller German stocks. Investors expect a business-friendly government. But many challenges remain.

Equities, Macro
06-Mar-25 CIO Flash

Europe: the wake-up call has been heard

More defence, more investment, more debt, more growth

Equities, Fixed Income, Macro
03-Mar-25 Asia & Pacific

APAC CIO View

India Consumption Slowdown: Cyclical or Structural?

Asia & Pacific
28-Feb-25 Americas

Americas CIO View

Altitude Sickness: Breathe, go slowly, stick to the big markers   

Equities, Americas
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