CIO Archive

Results: 173 Matches

12-Jul-24 Currencies

Yen to dollar at its weakest level since 1986

Short-term we see only a small chance of a sustainable countermove

Central banks, Interest rates
08-Jul-24 Elections

French elections - a noisy non-event

No clear winner. The worst might have been averted from a (European) perspective, while from a French perspective some uncertainty will persist until a government emerges.

Elections, Europe
07-Jul-24 Blog

Frank Kelly’s Geopolitical Week Ahead | July 7, 2024

By: Francis (Frank) J. Kelly

Four major geopolitical events unfold this coming week, which we believe will be of significant focus and interest to global markets.

Politics
05-Jul-24 Central banks

After the June cut: what’s ahead for ECB rates

The ECB cut its policy rates in June, as expected. But that does not mean that the Frankfurt- based central bank will cut again in July.

Central banks, Interest rates
04-Jul-24 Equities

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Macro, Alternatives, Equities, Fixed Income
03-Jul-24 Asia & Pacific

APAC CIO View

By: Ivy-sw Ng, Tommy Law

China’s Journey to Expand EV Exports

Real Estate
01-Jul-24 Elections

Americas CIO View

By: David Bianco

U.S. Elections 2024 & Fiscal Repair: Taxes, tariffs or a third choice?

Americas, Equities
28-Jun-24 Macro

Two years of yield curve inversion in the U.S.

Recession looks likely to be avoided this time

Macro
21-Jun-24 Europe

French recipes for a change

In markets as in politics, perceptions often matter more than electoral realities. That helps explain why markets got spooked by snap elections in France.

Europe, Elections
19-Jun-24 Forecasts

Our forecasts

All forecasts at a glance

Macro, Multi Asset, Equities, Fixed Income, Alternatives
19-Jun-24 Letter to Investors

Still looking pretty good

By: Björn Jesch

The investment environment is not free of challenges. It never is. At the moment, there is a lot going for investors in our core scenario. The prerequisite, however, is that the AI investment boom doesn’t falter.

Alternatives, Fixed Income, Equities, Macro, Multi Asset
18-Jun-24 Real Estate

APAC CIO View

By: Ivy-sw Ng

The Chinese Property Market in Flux

Real Estate
17-Jun-24 Americas

Americas CIO View

By: David Bianco

The AI speed train accelerates: Look far ahead, watch your speed

Americas, Equities
14-Jun-24 ESG

Massively growing demand for natural resources

Increasing consumption in modern consumer society poses an ever-growing global challenge.

ESG, Sustainability
07-Jun-24 Americas

Not quite Taylored fit

When and how far U.S. interest rates should fall is quite a judgement call. Simple monetary-policy rules provide quite a wide range of plausible estimates.

Europe, Elections
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