CIO Archive

Results: 598 Matches

Dec 13, 2019 Politics

Over to you, Brussels

Against the odds, Boris Johnson has won a landslide victory. The chances of "getting Brexit done" reasonably quickly and smoothly have never been better

Europe, Politics
Dec 13, 2019 Sustainability

How sustainable is the ESG trend?

Chart of the week

ESG, Global, Central banks, Sustainability
Dec 12, 2019 Global

2020 can't be expected to keep up with 2019

By: Christian Hille

2019 has been exceptional for investors thanks to receding recession fears and generous central banks. 2020 is unlikely to be as good.

Multi Asset, Global
Dec 12, 2019 Global

The global implications of water shortages

By: Petra Pflaum

Population growth, urbanization and voracious water use bring hazards and opportunities in sectors such as agriculture and utilities.

Macro, Equities, Multi Asset, Sustainability, Global, ESG
Dec 09, 2019 Global

You have to take risks if you want return

By: Joern Wasmund

We expect little movement in bond yields. It's again in corporates and emerging markets that we look for potential returns.

Fixed Income, Global
Dec 06, 2019 Central banks

When saving is not a virtue

Chart of the week

Government bonds, Europe, Central banks
Dec 05, 2019 Equities

Americas CIO View

By: David Bianco

High S&P 500 free-cash-flow yield reflects weak capital expenditure, not attractive valuations

Equities, Americas
Dec 04, 2019 Macro Outlook

Early signs of stabilization

By: Johannes Müller

Downside risks to global growth have shrunk in recent months. But we do not see much potential for an upside surprise either.

Global, Macro, Central banks, Monetary policy, Politics
Dec 03, 2019 Macro

Investment Traffic Lights

The year-end rally has already started. Everybody seems to be on board, and central banks continue to be happy to help.

Global, Fixed Income, Equities, Alternatives, Multi Asset
Nov 29, 2019 Macro

Why you should keep an eye on NIPA

Chart of the week

Equities, Americas
Nov 27, 2019 Alternatives

CIO Commodity Commentary

By: Darwei Kung

A united OPEC and trade headlines

Alternatives, Commodities, Global
Nov 25, 2019 Macro

U.S. Economic Outlook

By: Christian Scherrmann

Recession risk judged to be moderate

Macro, Americas
Nov 25, 2019 Forecasts

Our forecasts

All forecasts at a glance

Währungen, Fixed Income, Macro, Equities
Nov 25, 2019 Global

A good year lies ahead – and a weak decade

By: Stefan Kreuzkamp

The investment prospects for next year aren’t bad. But the next decade doesn’t look anything like the past one.

Macro, Fixed Income, Equities, Global
Nov 22, 2019 Macro

Consumers remain cheerful – for now

Chart of the week

Europe, Macro
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