CIO Archive

Results: 80 Matches

27-Sep-24 ESG

Reaching Net Zero remains possible

Limiting temperature increases to 1.5-2.0 Celsius degrees is not an elusive dream if the growth rates in investments into energy transition of the last five years can be maintained.

ESG
13-Sep-24 ESG

Chinese electric cars are in the fast lane

The electrification of the global vehicle fleet is progressing – which poses serious challenges for traditional carmakers, not least European ones.

ESG, Macro
06-Sep-24 Central banks

The ECB seems increasingly confident

There are good reasons European monetary policymakers appear increasingly confident of reaching their inflation target of 2% again in the not-too-distant future.

ESG, Macro
30-Aug-24 ESG

China dominates the expansion of solar capacity

Growing supply led to significantly falling prices for solar modules

ESG, Macro
23-Aug-24 Equities

No more tailwind from money supply

For a year now, equity markets have been running ahead of the money supply. You can look at it one way or another, but stocks have one less stimulus to benefit from.

Macro
16-Aug-24 Macro

Change in styles to calm nerves

Fully participating in a potential market recovery or staying cautious given the market nervousness? For combining both, the portfolio needs the right diversification

Macro
02-Aug-24 Energy

Electrifying growth

How data storage, processing and retrieval are reshaping Europe’s economic geography – and what the rest of the world can learn from the old continent’s experience.

26-Jul-24 Commodities

Bloomberg Commodity Index looks soft

Grains have often shown where commodities are heading

Commodities, Europe
19-Jul-24 ESG

The last emissions cuts better be the deepest

Based on current trajectories, Europe’s 2030 greenhouse-gas-emission ambitions are in jeopardy. To meet its targets, Europe needs to dial up decarbonization efforts.

ESG, Europe
12-Jul-24 Currencies

Yen to dollar at its weakest level since 1986

Short-term we see only a small chance of a sustainable countermove

Central banks, Interest rates
05-Jul-24 Central banks

After the June cut: what’s ahead for ECB rates

The ECB cut its policy rates in June, as expected. But that does not mean that the Frankfurt- based central bank will cut again in July.

Central banks, Interest rates
28-Jun-24 Macro

Two years of yield curve inversion in the U.S.

Recession looks likely to be avoided this time

Macro
21-Jun-24 Europe

French recipes for a change

In markets as in politics, perceptions often matter more than electoral realities. That helps explain why markets got spooked by snap elections in France.

Europe, Elections
14-Jun-24 ESG

Massively growing demand for natural resources

Increasing consumption in modern consumer society poses an ever-growing global challenge.

ESG, Sustainability
07-Jun-24 Americas

Not quite Taylored fit

When and how far U.S. interest rates should fall is quite a judgement call. Simple monetary-policy rules provide quite a wide range of plausible estimates.

Europe, Elections
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