CIO Archive

Search by keywords

Publishing Dates

Filters

AllocationAlternativesAmericasArtificial IntelligenceAsia & PacificBondsCentral banksCommoditiesConsumer discretionaryCrypto currenciesCurrenciesDemographicsDigitalizationDividendElectionsEmerging MarketsEnergyEquitiesESGEuropeEurozoneFixed IncomeGlobalIndustrialsInflationInfrastructureInterest ratesMacroMonetary policyMulti AssetPoliticsPrivate EquityReal EstateReal EstateSustainabilityTechnologyTransportation
Apply
Americas CIO ViewAPAC CIO ViewBlogChart of the weekCIO FlashCIO SpecialCIO View quarterlyFocus TopicForecastsInvestment Traffic Lights Letter to InvestorsMacro Outlook PressU.S. Economic Outlook
Apply
Reset all filters
Show Filter

Topic

Results: 167 Matches

12-Apr-24 Industrials

Industrial production isn’t the whole story

German manufacturing is not doing as badly as it may seem

Industrials, Europe
08-Apr-24 Macro

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Macro, Multi Asset, Alternatives, Equities, Fixed Income
05-Apr-24 Equities

Is the Swiss franc about to weaken at last?

Since the financial crisis the Swiss currency has trended relentlessly higher against the euro. But recently the first signs of weakness have appeared

Europe, Currencies
27-Mar-24 CIO Special

Value vs. Growth

By: Björn Jesch

Strong performance of the "Magnificent Seven" has pushed value stocks into the background - wrongly so?

Macro, Equities
27-Mar-24 Fixed Income

Investing is a cinch

By: Björn Jesch

The coming months are likely to bring interesting opportunities for fixed income investors, as the longer-term prospects for fixed-interest assets continue to appear decent.

Fixed Income
22-Mar-24 Equities

India’s time to shine?

The recent gyrations of Indian small caps should not detract from the country’s equities longer term appeal.

Americas
21-Mar-24 CIO Special

Small caps ready for a comeback

By: Björn Jesch

The magic of some mega cap stocks and the headwind of rising interest rates have had quite an impact on small caps since 2022. But the wind is slowly beginning to shift.

Macro, Equities, Europe
20-Mar-24 Letter to Investors

AI must fix it

By: Björn Jesch

No economic slump, falling inflation and the first interest rate cuts. Not a bad environment for capital investments, especially bonds. AI must deliver soon for equities.

Alternatives, Fixed Income, Equities, Macro, Multi Asset
19-Mar-24 Forecasts

Our forecasts

All forecasts at a glance

Macro, Multi Asset, Equities, Fixed Income, Alternatives
18-Mar-24 Americas

Americas CIO View

By: David Bianco

New S&P 500 target of 5300: A.I. lives and it needs food and shelter

Americas, Equities
17-Mar-24 Blog

Frank Kelly’s Geopolitical Week Ahead | March 17, 2024

By: Francis (Frank) J. Kelly

European Union (EU) leaders will gather for a European Council Summit this week to discuss a heavy agenda. U.S. Congress faces yet another deadline to get appropriations bills done (by Friday) or face a partial government shutdown.

Politics
15-Mar-24 Currencies

Strong performance for crypto currencies

Introduction of Bitcoin ETFs has given the segment a boost

Americas
12-Mar-24 CIO Special

Critical Tech offers opportunity amid deglobalization retreat

By: Björn Jesch

Critical technologies are being identified and promoted as deglobalization advances

Macro, Technology
08-Mar-24 Americas

When not to fuss over wage growth

Recent strong wage growth among lowly paid, young job switchers may reflect them moving into potentially more productive jobs. Such gains need not be inflationary.

Americas
01-Mar-24 Energy

Europe has overcome its energy crisis

More secure supply brings gas prices back down

Eurozone, Europe, Energy
Results 1-15 of 167
Results per Page

CIO View