Our team of expert economists, researchers and strategists bring clarity to the latest market trends and developments that matter
The Fed is not done
22.03.2019 The unexpectedly dovish statement that followed the conclusion of this week’s FOMC meeting means that we now expect the next increase in the Fed Funds rate to be delayed until December ...
CIO Update: Green shoots lift equities
08.03.2019 Financial markets, buoyed by a return of liquidity, experienced a strong uptrend in the first two months of this year. Cautious central banks should provide markets with support in the coming months as well...
Global View Q2 2019
05.03.2019 Global growth is set to slow further in the near term. But we expect the world economy to rebound somewhat in the second half of the year, in part reflecting looser macroeconomic policy in China...
Brexit clouds are lifting
15.03.2019 Sterling rallied this week as a series of votes in the House of Commons regarding the UK’s withdrawal from the EU appears to have taken hard Brexit off the table...
Global slowdown is met with more policy support
08.03.2019 Only months after ending its Net Asset Purchase Program, the ECB announced on Thursday a new set of measures to prevent an unwanted tightening of its monetary stance in response to a deterioration in both the outlook for growth and inflation....
Most roads lead to a steeper curve
01.03.2019 The US economy slowed less than anticiapted in the final quarter of last year (2.6% vs. an expecation of 2.3%), suggesting that the US has been more resilient to the global slowdown than some had feared...
The rally still has legs
22.02.2019 The slump in US retail sales in December did nothing to allay fears about the health of the global economy, and these concerns are unlikely to go away given that ...
CIO Update: Hunt for yield is back
07.02.2019 Financial markets recorded a very positive start to the new year across all asset classes. But in contrast to last year, this was not triggered by strong economic data...
What to make of the Fed’s latest U-turn
01.02.2019 Financial markets have rallied following the Fed’s surprisingly dovish statement on Wednesday.
Mastering the mystery of M1
25.01.2019 Central banks’ policies matter for financial markets, whether they depress German Bund yields or drive swings in equity prices.
CIO Update: Tricky year ahead in 2019
10.01.2019 2018 fell well short our expectations for the investment year. In an unusual turn of events, just about every asset class delivered negative returns and, as a result, investors searched in vain for safe havens.
Global View - Outlook 2019
26.11.2018 Recent weeks have been marked by sharp fluctuations in financial markets. At first, global stock markets appeared to recover from their October lows, only for prices to be dragged down by uncertainties around the future....
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Sustainability - a key factor for real estate
07.01.2019 Electromobility is on everyone's minds: as an investment theme, as a fun factor, but above all as a solution to climate change. However, it is less well known that the real estate sector is also an important jigsaw piece in the fight against global warming.
Hazardous chemicals - or the new carbon
12.12.2018 Chemicals are increasingly present in everyday consumer products: from plastics and clothes to flame retardants in mattresses and couches.
Active ownership - reaching record levels in 2018
02.10.2018 Assets under management for investment strategies that integrate engagement and proxy voting are growing continuously.
Global challenges and investment themes
26.09.2018 The summer of 2018 has brought an unprecedented heatwave to the Northern hemisphere. Forest fires have raged from Sweden down to Greece, claiming the lives of many victims.
Living among robots
29.08.2018 Technological progress and economic growth have triggered an unprecedented expansion phase of robotics adoption and applications across sectors.
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