CIO View | What is our investment strategy for the 12 months ahead?

Interest rate cuts, economic developments and vital bond markets can provide some opportunities for investors. CIO Björn Jesch shares the details.

CIO View Quarterly

Sep 12, 2024 Forecasts

Our forecasts

All forecasts at a glance
Sep 12, 2024 Letter to Investors

Still optimistic but with modest expectations

As Europe and China are not really getting into their stride, it is once again up to the U.S. and above all its consumers to keep the rally going. In our core scenario, we believe they can do that.
Jun 19, 2024 Forecasts

Our forecasts

All forecasts at a glance
Jun 19, 2024 Letter to Investors

Still looking pretty good

The investment environment is not free of challenges. It never is. At the moment, there is a lot going for investors in our core scenario. The prerequisite, however, is that the AI investment boom doesn’t falter.

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