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Our team of expert economists, researchers and strategists bring clarity to the latest market trends and developments that matter


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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 ... Read More

CIO Update

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... Read More

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... Read More

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.... Read More

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... Read More

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 ... Read More

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... Read More

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. Read More

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. Read More

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. Read More

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.... Read More

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Sustainble RE

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. Read More

Sust chemicals

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. Read More

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.
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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. Read More

Living among robots

29.08.2018   Technological progress and economic growth have triggered an unprecedented expansion phase of robotics adoption and applications across sectors. Read More

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Institutional Spotlight: An adaptive allocation to overcome challenges for the pension system

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Institutional Spotlight: Commodities in a portfolio context

Although the performance of commodities has been disappointing in recent years, we see fundamental reasons why it should not be overlooked…
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Interview: Caution, Disruption Ahead!

01.2018   Portfolio manager Tomasz Godziek discusses his views on technology disruption…
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