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  1. CIO view: "Setbacks open up opportunities"

    CIO view: "Setbacks open up opportunities"

    October proved a trying month for investors. Yet the macroeconomic environment remains robust, and we continue to believe that growth assets like equities still offer potential.

  2. Emerging Asia will produce more than half of global output by 2050

    Emerging Asia will produce more than half of global output by 2050

    Emerging Asia's share of global economic output is set to reach 55 percent by 2050. The region's equity and corporate bond markets are on course to assume close to a 30 percent global share by 2030. Credit Suisse Research Institute's (CSRI) latest 'Asia in Transition' report highlights the key changes taking place in the region.

  3. Global CIO Michael Strobaek: "We are in a solid growth environment."

    Global CIO Michael Strobaek: "We are in a solid growth environment."

    Concerns about US-China trade policies and monetary policy are contributing to increased market volatility. We believe that the equity bull market is moving into a different phase, but attractive investment opportunities remain, including in emerging markets (EM).

  4. Youth Barometer 2018: Sharing is on the rise

    Youth Barometer 2018: Sharing is on the rise

    Giulia Ranzini, an expert on the sharing economy, talks about how millennials view ownership, loneliness on social media and protecting digital privacy.

  5. Blinkmanship: What's next in the Sino-US trade dispute

    Blinkmanship: What's next in the Sino-US trade dispute

    As the brinkmanship continues to intensify, so too will the obfuscation and misdirection. Until this fog of war dissipates, it is perhaps more useful to consider the range of possible outcomes and their divergent implications, which we have delineated here. Our base case expects the USA and China to ultimately reach a negotiated settlement in the following 6–9 months. Chinese equities could rally 15% over 6 months and USD/CNY should be capped at 7.0.

  6. Global CIO view: Time to talk risks

    Global CIO view: Time to talk risks

    As almost every month this year, new risk events affected financial markets in August. Though we retain our pro-growth positioning, we are mindful of the risks ahead, says Nannette Hechler-Fayd'Herbe, Head of Investment Strategy & Research.

  7. Digitalization will not make us redundant

    Digitalization will not make us redundant

    If history tells us one thing, it is this: Over time, every technological advance has led to greater prosperity and higher rates of employment. Despite digitalization, we're not going to run out of work.

  8. Youth Barometer 2018: Understanding the millennials

    Youth Barometer 2018: Understanding the millennials

    Our in-depth report investigates the views and concerns of young people around the world. We look at how the millennial generation views the future, and how their values are leading to the advance of new forms of business models.

  9. Global CIO Michael Strobaek: Hedging the cycle

    Global CIO Michael Strobaek: Hedging the cycle

    Despite continuing trade tensions and the crisis in Turkey, the recent weeks of summer brought some calm for financial markets. We expect growth to remain robust and confirm our pro-growth positioning.

  10. A new approach to development aid

    A new approach to development aid

    Economist Abhijit Banerjee and his wife, Esther Duflo, have revolutionized development aid. Their first step was to conduct comparative field studies to find out what works and what doesn't.