Asset Allocation

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Monthly Cross Asset 8.04.2021 Cross Asset Investment Strategy - April 2021
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Find the latest edition of our Research team's monthly publication

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Monthly Cross Asset 8.04.2021 Macroeconomic Picture - April 2021
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Macroeconomic picture by area and Macro and Market forecast.

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Monthly Cross Asset 8.04.2021 Market Scenarios and Risks - April 2021
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Significant progress in managing the pandemic, massive fiscal impulse in the US, and boosters in the RoW amidst accommodative monetary policies.

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Insights Paper 6.04.2021 Allocating to real and alternative assets: a framework for institution...
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Institutional investors have significantly increased their allocation to real and alternative assets, such as private equity, real estate, infrastructure and pr...

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Monthly Cross Asset 3.03.2021 Market Scenarios and Risks - March 2021
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This month, we maintain the probabilities and narrative of our central and alternative scenarios.

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Monthly Cross Asset 3.03.2021 Macroeconomic Picture - March 2021
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Macroeconomic picture by area and Macro and Market forecasts.

More 5 to 10 minutes
  • PDF
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Monthly Cross Asset 1.03.2021 Cross Asset Investment Strategy - March 2021
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Find the latest edition of our Research team's monthly publication

More > 10 minutes
  • PDF
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Global Investment Views 24.02.2021 Global Investment Views - March 2021
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How hot is the inflation pot?

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Insights Paper 8.02.2021 EM Investment Opportunities for 2021
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Global investors are currently dealing with two key challenges: find decent yield for their fixed income portfolios in a world of ultra-low or negative interest...

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