Our team of expert economists, researchers and strategists bring clarity to the latest market trends and developments that matter
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.
Hunting for yield in euro area government bonds
15.02.2019 Now that interest rate hikes have been put on the back burner in developed markets, fixed income investors are again casting their nets wider in the hunt for yield....
Europe down but 'patient' Fed to support risk assets
08.02.2019 European financial markets were rattled on Thursday after the EU slashed its forecast for euro area GDP growth in 2019, but at 1.3% we believe that its projections are still optimistic...
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.
CIO Update: Investing in uncertain times
07.12.2018 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 economic development, the Fed’s monetary policy path and rising trade risks.
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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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…
Interview: Caution, Disruption Ahead!
01.2018 Portfolio manager Tomasz Godziek discusses his views on technology disruption…