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Results: 244 Matches

Apr 19, 2024 Europe

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.

Europe, ESG
Apr 12, 2024 Industrials

Industrial production isn’t the whole story

German manufacturing is not doing as badly as it may seem

Industrials, Europe
Apr 08, 2024 Macro

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

Macro, Multi Asset, Alternatives, Equities, Fixed Income
Apr 05, 2024 Equities

Is the Swiss franc about to weaken at last?

Since the financial crisis the Swiss currency has trended relentlessly higher against the euro. But recently the first signs of weakness have appeared

Europe, Currencies
Mar 27, 2024 CIO Special

Value vs. Growth

By: Björn Jesch

Strong performance of the "Magnificent Seven" has pushed value stocks into the background - wrongly so?

Macro, Equities
Mar 27, 2024 Fixed Income

Investing is a cinch

By: Björn Jesch

The coming months are likely to bring interesting opportunities for fixed income investors, as the longer-term prospects for fixed-interest assets continue to appear decent.

Fixed Income
Mar 22, 2024 Equities

India’s time to shine?

The recent gyrations of Indian small caps should not detract from the country’s equities longer term appeal.

Americas
Mar 21, 2024 CIO Special

Small caps ready for a comeback

By: Björn Jesch

Critical technologies are being identified and promoted as deglobalization advances

Macro, Equities, Europe
Mar 20, 2024 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
Mar 19, 2024 Forecasts

Our forecasts

All forecasts at a glance

Macro, Multi Asset, Equities, Fixed Income, Alternatives
Mar 18, 2024 Americas

Americas CIO View

By: David Bianco

New S&P 500 target of 5300: A.I. lives and it needs food and shelter

Americas, Equities
Mar 15, 2024 Currencies

Strong performance for crypto currencies

Introduction of Bitcoin ETFs has given the segment a boost

Americas
Mar 12, 2024 CIO Special

Critical Tech offers opportunity amid deglobalization retreat

By: Björn Jesch

Critical technologies are being identified and promoted as deglobalization advances

Macro, Technology
Mar 08, 2024 Americas

When not to fuss over wage growth

Recent strong wage growth among lowly paid, young job switchers may reflect them moving into potentially more productive jobs. Such gains need not be inflationary.

Americas
Mar 01, 2024 Energy

Europe has overcome its energy crisis

More secure supply brings gas prices back down

Eurozone, Europe, Energy
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