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Erfahren Sie hier mehr zur Strategie und den Märkten, sowie aktuellen Trends im Assetmanagement.499 insights found
23. Januar 2020
Multi-Asset Investments views – February 2020 – The market is climbing a wall of worry
We continue to overweight equities as positive developments (Central banks easing, Phase 1 Trade Deal signature, Brexit ) release some pressure and should allow global growth to navigate a soft landi ...
22. Januar 2020
January Investment Strategy - Reining in animal spirits
The world economy is breathing better but is not ready for a sprint.
17. Januar 2020
Cautiously Optimistic
It’s been a very solid start to the year. The “risk” dial has been turned down and investors seem happy to be in the momentum trade. The Q4 earnings season is underway and the optimists will point to ...
16. Januar 2020
Bank of England signals January rate cut
• Five members of the Bank of England’s Monetary Policy Committee have expressed dovish caution recently, suggesting a near-term easing would be appropriate if economic conditions weaken.
15. Januar 2020
US-China: A silver lining in a strained relationship
A sudden rise in tensions has cast a dark shadow over Sino-US relations. While the trade war has been the most eye-catching instance, increased “decoupling” has also occurred in areas of technology, ...
10. Januar 2020
Growth better, returns maybe not
Lower global interest rates and renewed central bank balance sheet growth helped deliver great returns across bonds and equities in 2019.
19. Dezember 2019
Multi-Asset Investments views – January 2020 – Our investment views for 2020
We continue to overweight equities as positive developments (Central banks easing, Trade war, Brexit) release some pressures and should allow global growth to navigate a soft landing in 2020
19. Dezember 2019
Data privacy: Trust is hard earned, easily lost
Personal data is the arguably the commodity of the 21st century. Over the past two decades, the monetization of personal data has fueled the rapid growth of internet-based technology companies.
17. Dezember 2019
December Investment Strategy - It is getting (a bit) clearer
Good news on two major headwinds which defined 2019: trade war, and Brexit.
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