Following our latest Investment Forum in January, we will continue to update this site with further insights, commentaries and publications related to the topics discussed at our Investment Forum.
Bond markets have been rallying for years now. Are they fairly priced or should we watch out for the next bubble? Do you regard inflation as a threat for the markets? Does the high yield segment remain an attractive alternative for return seekers?
Are the current inflationary risks sufficiently reflected in the inflation-linked bonds market? What opportunities do you see in the inflation-linked Bond market?
What is your outlook on inflation globally and why? What are the implications of the current monetary policy?
The Eurozone equities markets have underperformed the US in the last 5 years. Do you see them closing the gap in 2013? Which impact do you expect from elections in two major Eurozone countries, Italy in February and Germany in September?
What are the reasons for this assessment? What do you think will be the focus of the policy of Secretary Xi Jinping and Premier Li Kepiang? What opportunities do you see in the Chinese market?
The emerging economies will continue to drive global growth - What are the reasons for this? What are the key themes for opening up opportunities in the Asian markets? And what conclusions do you draw for 2013?
Why are you convinced that Asian bond markets remain attractive? Taking a look at the Asian government bonds: In which countries do you see an attractive risk/reward profile, and why? What is your outlook for the Asian economies?
Let's talk about the US high-yield market: Has the demand created a bubble? What are the main reasons defaults are low, or should stay low?
The "New Normal" is for us well known - what do you mean by "The New Abnormal"? What are the implications of low nominal long government bond yields? What do you advise institutional investors to do?
What does the fiscal cliff compromise reached on Jan. 1 mean for the development of the US market? Do you expect the US housing recovery to continue in 2013 and provide a tailwind to economic activity? What consequences do you see in the divergence between US business and consumer confidence?
