Investment themes

In our new CIO Special we assess the external headwinds and domestic challenges faced by Asian economies in H2 and provide a macroeconomic and asset class outlook.

In our new CIO Special, we analyse the economic outlook for Southeast Asia and the asset class implications especially with the regional border reopening.

Remote working looks likely to persist in some form for many employees as the world learns how to live with coronavirus. But our new CIO Special argues that remote working needs to be seen as just one component of a continuing process of workplace change.

China concluded its National People’s Congress (NPC) on March 11 and released the key economic priorities for 2022. Our latest CIO Special highlights the key takeaways from China’s NPC this year.

In our new CIO Special we look at the challenges faced by the Italian economy and the next steps related to NextGen EU implementation.

We look back at President Biden’s first year in the White House and his administration’s successes and disappointments, as well as looking ahead to what will be a defining period for his presidency.

In our new CIO Special we analyse the developments and trends impinging on cyber security and we focus on the issues and challenges created by increasing online transactions and interactions.

In our latest CIO Special we look at the near-term challenges in China’s high yield property sector and what could happen next with the government’s easing economic policies.

In our new CIO Special we look at the effects of the pandemic on the Spanish economy and the opportunities and risks around Spain’s use of the Next Generation EU (NGEU) recovery fund.

Our new CIO Special looks at why AI technology is now advancing fast, and the evolution of the sector from an investor’s perspective.

In our new CIO Special, we look at the major ongoing transformation of our transportation infrastructure.

In our latest CIO Special – Inflation and the money multiplier – we look at current inflation dynamics from a monetary perspective.

In our new CIO Special we look at the current Italian economic situation and at the impact the Next Gen EU plan will have on future growth.

The ongoing climate crisis, the loss of biodiversity and the degradation of ecosystems combine to form the greatest social challenge that we face

Christian Nolting, Global Chief Investment Officer, analyses the outcome of the German elections and discusses possible investment implications.

In our new CIO Special we look at the key issues surrounding this Sunday’s German elections and the wide range of possible coalition options suggested by voter opinion polls.

Millennials form an increasingly important group in many economies, in both economic and political terms. Our new CIO Special report looks at trends that are shaped by the Millennial generation and how investors can benefit from them.

With Angela Merkel not running for another term, the German federal elections will result not only in a new Bundestag but also in a new Chancellor. Current polls and party-political preferences suggest that the existing CDU/CSU and SPD coalition will also not survive.