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19 Mai 2025
Multi-Asset
Multi asset
Macro Perspectives: What now after the recovery in equity markets?
Macro Perspectives: What now after the recovery in equity markets?
Despite the recovery in equities, the US dollar is weaker and US Treasury yields have increased.
16 Mai 2025
Festverzinsliche Anlagen
China: Don’t count on a big stimulus package this time
China: Don’t count on a big stimulus package this time
With delinquent loans from the global financial crisis still sitting on its books, we don’t think the conditions are right for China to repeat its stimulus trick for a third time.
15 Mai 2025
Multi-Asset
CIO Market Pulse: Aktive Anlagen vor dem Hintergrund rasanter politischer Veränderungen
CIO Market Pulse: Aktive Anlagen vor dem Hintergrund rasanter politischer Veränderungen
Wie an den Kapitalmärkten zu beobachten, hat sich 2025 bislang als sehr volatiles Jahr erwiesen. Im Aktiensegment kamen ernsthafte Sorgen bezüglich der von den USA eingeführten Zölle auf.