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Insights
Our evaluations and analyses
CIO View
May 17, 2024
Europe
Protest votes, the European way
Elections to the European Parliament are getting close. A quick overview on how they work and why it matters, even if the immediate market impact is likely to be limited.
May 14, 2024
Americas
Americas CIO View
Surging AI capex: Macro implications of its size and return on investment?
May 10, 2024
Europe
German public investments too low
Debt brake is increasingly being called into question
May 08, 2024
Macro
U.S. Economic Outlook
Why the Fed will cut rates – sooner or maybe later.
May 06, 2024
Macro
Investment Traffic Lights
Our monthly market analysis and positioning
May 03, 2024
Inflation
Comparing apples and oranges
A look at underlying inflation components shows a mixed picture. The U.S. Federal Reserve (Fed) is right to be patient.
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Investment Topics
Asia & Pacific
Back to normal? How Asian insurers are responding to rising interest rates
Rising interest rates have resulted in significant losses on the existing portfolios of Asian insurers while the overall impact on their solvency position has been positive.
Jan 13, 2021
Multi Asset
Multi-asset funds - the right mix for many market phases
With broad diversification across different asset classes, multi-asset funds can turn out to be yielding portfolio building blocks -- even in difficult market phases.
Dec 06, 2020
Sustainability
Climate change: turning it into an investment opportunity
Climate change poses many risks - but for companies and investors working to counter it, it could also offer a number of opportunities.
CIO View