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Results: 15 Matches

08-Apr-24 Macro

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Macro, Multi Asset, Alternatives, Equities, Fixed Income
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
02-Feb-24 Alternatives

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Alternatives, Equities, Multi Asset, Fixed Income, Macro
09-Jan-24 Alternatives

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Alternatives, Equities, Multi Asset, Fixed Income, Macro
12-Dec-23 Alternatives

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Alternatives, Equities, Multi Asset, Fixed Income, Macro
22-Nov-23 Letter to Investors

2024 – it could be good, by year end

By: Björn Jesch

How optimistic can we be about investments in 2024 if the year starts with a recession? We can to some extent because our forecasts focus on the end of the year.

Alternatives, Fixed Income, Equities, Macro, Multi Asset
02-Nov-23 Alternatives

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Alternatives, Equities, Multi Asset, Fixed Income, Macro
06-Oct-23 Alternatives

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Alternatives, Equities, Multi Asset
06-Sep-23 Alternatives

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Alternatives, Equities, Multi Asset, Fixed Income, Macro
04-Sep-23 Asia & Pacific

China: downturn or u-turn?

By: Björn Jesch

China is experiencing a crisis of confidence, increasing the danger of all-out crisis. But our core scenario remains relatively positive as we also see important structural strengths.

Asia & Pacific, Macro, Real Estate, Real Estate, Multi Asset
04-Aug-23 Alternatives

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Alternatives, Equities, Multi Asset, Fixed Income, Macro
04-Jul-23 Alternatives

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Alternatives, Equities, Multi Asset, Fixed Income, Macro
08-Jun-23 Alternatives

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Alternatives, Equities, Multi Asset, Fixed Income, Macro
03-Nov-22 Global

Investment Traffic Lights

Our monthly market analysis and positioning

Alternatives, Equities, Multi Asset, Fixed Income, Macro

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