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Insights
Our evaluations and analyses
CIO View
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.
Apr 29, 2024
CIO Special
Rising ESG bond volumes offer opportunities
Apr 26, 2024
Central banks
How far ahead of the Fed will the ECB be?
Lower inflation gives Europe’s monetary authorities room to cut
Apr 19, 2024
Europa
European Transformation: Are we there yet?
Assessing progress towards reaching 2030 targets is essential for Europe’s future success. It also highlights the need for more investments and further policy action.
Apr 12, 2024
Industrials
Industrial production isn’t the whole story
German manufacturing is not doing as badly as it may seem
Apr 08, 2024
Macro
Investment Traffic Lights
Our monthly market analysis and positioning
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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