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12 März 2021
Aktien
Markets
Global Chief Investment Officer
Relationships are not easy: US equities versus Treasuries
Relationships are not easy: US equities versus Treasuries
As the economy recovers and cyclical stocks begin to outperform, we look at the connection between equities and US Treasury yields.
Read time - 5 min
6 Januar 2021
Globale Schwellenländeraktien
Global Head of Emerging Market Equities
Global emerging markets: gaining momentum
Global emerging markets: gaining momentum
Despite its huge impact, the Covid-19 pandemic has done little to disrupt the powerful structural trends driving growth in emerging markets, and we expect those trends to gain momentum in the coming year
Read time - 5 min
20 März 2020
Aktien
Head of Multi-Asset Strategy
Rezessionsrisiken: Coronavirus, Ölpreisschock, was kommt als Nächstes?
Rezessionsrisiken: Coronavirus, Ölpreisschock, was kommt als Nächstes?
Erst wurde eine Angebotsknappheit befürchtet, nun droht ein Nachfragerückgang. Die Rezessionsrisiken sind hoch.
Lesezeit unter - 5 min