Results: 653 Matches

Oct 21, 2019 Monetary policy

U.S. Economic Outlook

By: Christian Scherrmann

The end of a cutting cycle ahead?

Monetary policy, Macro, Central banks
Oct 21, 2019

Who has better artificial intelligence: the USA or China?

The USA is still the frontrunner in "thinking" computer technology, but China wants to be number one soon. This could open up interesting perspectives for investors.

Oct 18, 2019 Europe

A new Brexit deal? That was the easy bit!

Even if the Commons were to endorse Boris Johnson's new deal on Saturday, further stumbling blocks remain.

Europe, Politics
Oct 18, 2019 Equities

"Buy shares ... and forget about them."

It looks like stock-market guru André Kostolany was right: if you’re making a long-term investment you needn’t worry too much about finding the right the stock-market entry point – differences in returns generally smooth out over time.

Oct 18, 2019 Americas

Where have all those profits gone?

Chart of the week

Macro, Americas
Oct 15, 2019 Sustainability

Why rising sea levels pose a severe risk to investors

Global warming makes sea levels rise. Flooding increasingly impacts coastal countries, but also companies and, therefore, investors. It is high time to take action.

Equities, ESG, Sustainability
Oct 14, 2019 Equities

Could the stock market start to slide? How the oil price affects equity markets

The attack on Saudi Arabian oil facilities in mid-September catapulted the oil price upwards for a time. Equity investors were also alarmed. Were they right?

Equities, Raw materials
Oct 11, 2019 Europe

How much worse can things get in Germany?

Chart of the week

Macro, Europe
Oct 11, 2019

Green bonds – in search of truly green debt issues

Investors are increasingly allocating to bonds that finance environmentally friendly projects. But this rapidly growing sector has its own black sheep.

Sustainability, Fixed Income, ESG
Oct 09, 2019 ESG

Responsible investing - The world tour

By: Robert Bush, Michael Lewis

How the U.S. is playing a leading role, why ESG is particularly relevant for Emerging Markets, and Europe’s ambitions to be a global rule setter

Emerging Markets, Europe, ESG
Oct 08, 2019 Monetary policy

Lessons from the U.S. repo-market turmoil

By: Johannes Müller

The abrupt repo-rate increase shouldn't have come as a surprise to the Fed. While short-term factors played a role, long-term bugs need to be addressed.

Central banks, Government bonds, Monetary policy, Americas
Oct 04, 2019

CIO View complete pdf

Get the complete CIO View as pdf

Oct 04, 2019 Europe

Vive la divergence!

Chart of the week

Macro, Equities
Oct 02, 2019 Equities

Americas CIO View

By: David Bianco

Equity rally retreats as slowing growth and threats to profits intensify. Neither the United States nor China, or Trump or Xi, need a trade deal economically or politically.

Oct 02, 2019 Macro

Investment Traffic Lights

After a few tumultuous months, September proved relatively calm. Time to tweak some of our strategies.

Fixed Income, Währungen, Equities, Multi Asset, Precious metals, Raw materials
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CIO View

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