Publikationen
Hier erhalten Sie die neuesten Informationen, Meinungen und Analysen
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Investment Event - Democrats set to control Senate
US Democratic Party set to win Senate. If victory is confirmed, the President-elect would have more scope to enact his fiscal and regulatory agenda06. Jan 2021, 5 minutesTags: Macro-Kommentar -
Investment Event - EU and China agree CAI deal
After seven years of talks, the Comprehensive Agreement on Investment (CAI) aims to create a better balance in the EU-China trading relationship05. Jan 2021, 5 minutesTags: Macro-Kommentar -
Investment Monthly - January 2021
After the fast rally in 2020, and with lower prospective risk-adjusted returns for a range of asset classes, allocating to equities still makes sense.04. Jan 2021, 20 minutesTags: Macro-Kommentar -
Investment Event - UK and EU strike Brexit deal
The deal preserves tariff-free EU-UK trade for goods, and also covers issues such as security co-operation24. Dez 2020, 4 minutesTags: Macro-Kommentar -
Investment Event - US fiscal deal
US leaders strike a deal on USD900bn package21. Dez 2020, 7 minutesTags: Macro-Kommentar -
Macro Insight - Markets lead economic recovery
Markets lead economic recovery21. Dez 2020, 7 minutesTags: Macro-Kommentar -
Markets Insight - Dezember 2020
Der Newsletter für professionelle Investoren: Asset Allocation I Multi Asset I Renten17. Dez 2020, 30Tags: Markets -
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Investment Monthly - December 2020
Pricing out of key uncertainties and signs of bottoming profits are supporting market sentiment. However, expected returns are lower for longer.01. Dez 2020, 20 minutesTags: Macro-Kommentar -
Macro Insight - RCEP, of Asia by Asia and for Asia
The long-term economic benefits of the RCEP deal support our medium-term constructive view on Asian equities, credits and bonds.25. Nov 2020, 7 minutesTags: Macro-Kommentar -
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China internet : a little bump in the road
Examining the implications of the newly government-issued draft anti-monopoly guidelines on China's online economy.20. Nov 2020, 7 minutesTags: China/Asia -
Markets Insight - November 2020
Der Newsletter für professionelle Investoren: Asset Allocation I Multi Asset I Renten19. Nov 2020, 30 MinutesTags: Markets -
Macro Insight - Moving towards a vaccine
Better news on vaccines boosts the global economic outlook. We would expect risk-assets and cyclical markets to outperform in this environment.19. Nov 2020, 7 minutesTags: Macro-Kommentar -
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Equity insight - Value versus Growth
Is disruption overrated? Current capitalisations of large stocks are at odds with economic size. Is now the time for less spectacular businesses?13. Nov 2020, 10 MinutesTags: Markets -
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Investment Event - Biden victory
Biden has been declared president-elect after securing crucial swing states in the Midwest. Meanwhile, the race for the Senate remains uncertain.08. Nov 2020, 4 minutesTags: Macro-Kommentar -