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Insights
Our evaluations and analyses
CIO View
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
Industry
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
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
Mar 27, 2024
CIO Special
Value vs. Growth
Strong performance of the "Magnificent Seven" has pushed value stocks into the background - wrongly so?
Mar 27, 2024
Fixed Income
Investing is a cinch
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.
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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