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CIO Flash Notes · Michel Schiffelholz
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4 August 2026
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Article16 October 20232401 views
Our views on equities have been constructive throughout 2023. But in the wake of the bond market selloff in September, we switched from equities to govies. In this report, we elaborate on the reasons why we believe the bond market selloff…
Article9 October 20232065 views
We started the year with fears of recession, and we enter Q4-2023 with fears of overheating. As usual, developments in the US are decisive for global markets, as Europe and China are decelerating. In the meantime, investors continue to…
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