Investing insights

This is the latest edition of our PERSPECTIVES: Economic and asset class outlook. It provides a summary update of our economic and asset class views following our quarterly CIO Day.

In the third issue of our quarterly publication PERSPECTIVES, we provide an update on our economic and investment outlook for the remainder of 2024 and beyond.

In the second issue of our quarterly publication PERSPECTIVES, we provide an update on our economic and investment outlook for the third quarter of 2024 and beyond.

In the first issue of our new quarterly publication, we update our forecasts for 2024 on the macroeconomic front, as well as for equities, fixed income, commodities and foreign exchange.

ESG investment has gone mainstream, with performance implications. Energy transition may point the way to investing in the sustainable economy.

Christian Nolting, Global Chief Investment Officer for the Private Bank, discusses his predictions for Sunday's German federal elections, the possible outcomes and the implications for investors under different scenarios, with Nico Nonnenmacher, the Private Bank's Head of Communications.

In this PERSPECTIVES Special we look at both the prospects for tariffs implementation and their possible impact on U.S. and European equities.

In this PERSPECTIVES Special we will look for how any potential end to Russia’s invasion of Ukraine might impact financial markets.

In our Future Fundamentals podcast, Naoko Ishii, Executive Vice President of the University of Tokyo and Director of the Center for Global Commons, and Markus Müller, our Chief Investment Officer for Sustainability, discuss putting nature on the balance sheet and how to build a coordinated financial response to this global challenge.

On January 20, DeepSeek, an AI spin-off from a local Chinese hedge fund, launched a free AI assistant app. By yesterday, it had overtaken other well-known AI assistants in the number of smartphone app downloads. With its growing traction, the underlying details of its development gained attention as well.

In this PERSPECTIVES Special we examine the reasons behind the UK assets’ bumpy start to the year. Issues covered include the re-pricing of global interest rate expectations, vulnerabilities from the UK’s “twin deficit”, the fiscal outlook, Bank of England policy options and the outlook for sterling, UK bonds and UK equities.

In this CIO Special report, we discuss details of the fiscal package announced by the National People’s Congress’ Standing Committee meeting and provide an update on the macroeconomic performance of the Chinese economy.

Our Global Chief Investment Officer, Christian Nolting, provides an initial assessment of the U.S. election results and their market implications.

As we inch closer to the U.S. presidential election, our new CIO Special explores the current state of the political landscape, key issues and policies that continue to shape the narrative for the race and its potential impact on a range of sectors for equity investors.

Portfolio decarbonization will become an increasingly important topic. Investors need to understand the key issues involved.

In this CIO Special report we examine what’s driving Earth Overshoot Day and where innovation is offering hope for our planet's future.

Carbon markets are likely to play a major role in promoting sustainability and innovation, offering new opportunities for investors and policymakers alike.