Global CIO View

How risk, valuation and liquidity are evolving in credit markets

Lift off: To those that boldly go!  

Europe’s infrastructure needs are no secret. What is changing is the pipeline of projects, public backing and room for private capital.

Normalization in leisure & hospitality – a signal for the broader U.S. labor market?

Not so long ago, Eurozone inflation was almost too dull to mention. Nowadays, the opposite risk looms: rising factory-price expectations deserve attention – but not panic.

The monthly Investment Traffic Lights provide a detailed market analysis and our view on developments in the main asset classes.