Publications

We inform you about the latest market activity in the world's major trading centers.

Current Asset Allocation

NPB Global Asset Allocation Q3 2023 Download PDF CIO Office Chartbook Q3 2023 Download PDF

Investment news

Flying blind on the financial markets (April 2022) Download PDF Quarterly Asset Allocation Views – Q2 2022 Download PDF Japan: value or value trap? (March 2022) Download PDF Vietnam: a secular growth story (March 2022) Download PDF Back to life, back to reality (Mai 2021) Download PDF 21 Investment Discussions for 21 (January 2021) Download PDF A vaccine as a "game changer" (November 2020) Download PDF Lockdown with unforeseeable economic costs (April 2020) Download PDF Vertigo sets in after long upturn (December 2019) Download PDF Negative interest rates – for all eternity? (October 2019) Download PDF The battle for global technological leadership (June 2019) Download PDF Robust US economy - slumping share prices (December 2018) Download PDF Trade war with China: few winners – many losers (July 2018) Download PDF Has Trump destroyed the "Goldilocks scenario"? (April 2018) Download PDF

Other publications