Results: 579 Matches

Sep 18, 2019 Central banks

Low for longer, but not lower

Yields are likely to remain low but not fall further. We believe a severe economic downturn would be needed to push them lower still.

Central banks, Inflation, Fixed Income, Global
Sep 16, 2019 Global

Don't underestimate the threats to global oil supply

A drone attack took out half of Saudi oil supply. Much of this looks set to be restored swiftly. The attack nevertheless highlights geopolitical threats to the world economy.

Global, Commodities
Sep 13, 2019 Dividend

Still in love with equities?

By: Andre Koettner, Dr. Thomas Schuessler

There may be few alternatives to equities. However, that is no longer a sufficient reason to buy into every dip.

Dividend, Global, Information Technology
Sep 13, 2019 Emerging Markets

Emerging attractions

Chart of the week

Fixed Income, Emerging Markets
Sep 11, 2019 Equities

Americas CIO View

By: David Bianco

Last chance to de-risk?: Possibly seek dividend yield where earnings are safe

Sep 09, 2019 Macro Outlook

Rising risks

By: Johannes Müller

We expect a further gradual weakening in growth, caused by trade tensions and related uncertainties.

Central banks, Inflation, Politics, Global, Macro
Sep 06, 2019 Americas

Currency weakness is a double-edged sword

Chart of the week

Macro, Currencies, Asia Pacific, Americas
Sep 05, 2019 Forecasts

Our forecasts

All forecasts at a glance

Currencies, Fixed Income, Macro, Equities
Sep 05, 2019 Central banks

A cycle like no other

By: Stefan Kreuzkamp

The economy looks good now, the outlook less so. That's nothing new in this atypical cycle. Caution is warranted.

Macro, Politics, Global, Equities, Fixed Income
Sep 04, 2019 Macro

Investment Traffic Lights

In August, the bond market was bursting with records. The low-interest environment is likely to stay with us for some time. The joy of equity investors is not unspoiled, fears of recession are spreading.

Fixed Income, Currencies, Equities, Multi Asset, Precious metals, Raw materials
Aug 30, 2019 Equities

Americas CIO View

By: David Bianco

Bunker down: S&P margins, buybacks and EPS quality in decline

Aug 30, 2019 Europe

"Bumps in the road"

Boris Johnson's half-hearted attempt to suspend Parliament looks set to backfire. It may well make delivering Brexit even harder.

Europe, European Union, United Kingdom, Politics
Aug 30, 2019 Americas

America first

Chart of the week

Equities, Americas, Europe
Aug 23, 2019 Fixed Income

The sweet temptation of positive yields

Chart of the week

Fixed Income, Government Bonds
Aug 21, 2019 Equities

Americas CIO View

By: David Bianco

Defensive stocks are first to benefit from secularly lower Treasury yields

Equities, Fixed Income
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