Economic and market outlook

 

Gain expert perspective on the potential risks and opportunities ahead in the latest economic outlook published by our global Chief Investment Office (CIO).

Our latest reports

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Bonds

Annual Outlook 2024 | Bonds: Real rates matter

After years of extremely low interest rates, the investment universe is now complete again thanks to the renewed attractiveness of bonds as an asset class – and is likely to remain so for the foreseeable future in our opinion.

Jan. 18, 2024


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Stocks

Annual Outlook 2024 | Sectors: banking on tech

U.S. growth stocks are probably still the way to go for the long term. European and Japanese financials could appeal too, as well as consumer discretionary, industrials and energy.

Jan. 11, 2024


Serpentinen

Stocks

Annual Outlook 2024 | Risks: de-risking risks

Be aware that measures to create stability may just create new risks. Rates are still on our radar.

Jan. 09, 2024


Stocks: Growth comes at a price

Stocks

Stocks: Growth comes at a price

Robust earnings growth is expected globally in 2024. Expectations of higher rates for longer may however put a lid on valuations expansion.

Jan. 03, 2024


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CIO Insights quarterly report

Annual Outlook 2024 | Our long-term investment themes (LTIT)

We see these as the key global challenges: how to sustainably utilise and conserve our global resources; how to provide for the global population, and how to develop key technologies to help us all do this.

Dec. 26, 2023


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CIO Insights quarterly report

Annual Outlook 2024 | Economy: Investing creates potential

Expect only moderate growth in industrialised economies in 2024. The long-term challenge remains the delivery of investments to enhance economic competitiveness and fight climate change.

Dec. 22, 2023


geo politics

Stocks

Annual Outlook 2024 | (Geo)politics: Power play

Domestic political developments are increasingly shaping foreign policy agendas – and 2024 will be the biggest election year in history.

Dec. 15, 2023


CIO Insights Annual Outlook 2024 | Wealth Management

CIO Insights quarterly report

Annual outlook 2024: Finding growth

Despite the economic, geopolitical and climatic challenges the world currently faces, we think that 2024 is likely to be a decent year for investors. In our annual outlook we present our current economic and asset class forecasts for 2024, possible key issues for the coming 12 months and our long-term investment themes.

Dec. 07, 2023


CIO Insights Q4 2023 Update | Wealth Management

CIO Insights quarterly report

At a crossroads? – our Q4 2023 update

Our latest CIO Insights quarterly provides an update on our economic and investment outlook for the fourth quarter of 2023 and beyond.

Sep. 27, 2023


CIO Insights Q3 2023 Update | Wealth Management

CIO Insights quarterly report

Growth: a balancing act – our Q3 2023 update

Our latest CIO Insights quarterly provides an update on our economic and investment outlook for the third quarter of 2023 and beyond.

Jun. 26, 2023


CIO Insights Q2 2023 Update | Wealth Management

CIO Insights quarterly report

Inflation remains sticky: our Q2 2023 update

Our latest CIO Insights quarterly provides an update on our economic and investment outlook for the second quarter of 2023 and beyond.

Mar. 22, 2023


CIO Insights Annual Outlook 2023 | Wealth Management

CIO Insights quarterly report

Annual outlook 2023: Resilience versus recession

Our annual outlook considers how slower economic growth in 2023 will not necessarily translate into weaker financial markets and how investors might position their portfolios for the opportunities ahead.

Dec. 14, 2022



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