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Insights | Company News

February 1, 2025

CIO 2025 Outlook: Rising volatility in a risk-on environment

Global Equities enjoyed another good year in 2024. After the 20% gain locked-in in 2023, the MSCI World Index grew by yet another 15.7% last year (Exhibit 1)....

December 23, 2024

CIO Chartbook: Farewell 2024!

Welcome to the twenty-third edition of the CIO Chartbook, within which we will explore: 1. The soft-landing 2. The Sahm rule3. Trump's election And some more......

December 4, 2024

CIO Chartbook: Back to Trump

November 1, 2024

CIO Chartbook: The Game

Welcome to the twenty-first edition of the CIO Chartbook, within which we will explore: 1. US Elections 2. China's Fiscal Stimulus3. The ongoing Global Easing And some more......

October 2, 2024

CIO Chartbook: The Easing Boost

August 28, 2024

CIO Chartbook: The Emerging Growth Concerns

Welcome to the nineteenth edition of the CIO Chartbook, within which we will explore: 1. Emerging Growth Concerns  2. The Worst-Case Scenario 3. Volatility And some more......

August 5, 2024

CIO Chartbook: The Expected Correction?

June 28, 2024

CIO 2H 2024 Outlook: A Rather Favorable Stance

May 31, 2024

CIO Chartbook: New Highs

April 30, 2024

CIO Chartbook: Mixed Signals

March 27, 2024

CIO Chartbook: Another Leg Up?

Welcome to the fifteenth edition of the CIO Chartbook, within which we will explore: 1. The improving macro-economic backdrop 2. Rising volatilities 3. The end of the world's last negative rates envir...

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