PERSPECTIVES Weekly: The Investment podcast

In our final episode of 2025, Christian Nolting, the Private Bank’s Global Chief Investment Officer, sounds an optimistic note for markets in the New Year. “We’ve now seen three very good years” in markets, Christian says. “I think in ‘26, there might be some more volatility comi ...  عرض المزيد

The US dollar has been weakening against its peers lately, “but when you look for the last five years, the dollar is still positive”, notes Deepak Puri, the Private Bank’s Chief Investment Officer for the Americas. And the dollar’s recent slip could be a reason that stocks have c ...  عرض المزيد

Stocks have found their footing after a recent period of softness, and that strength could continue through 2026, says Markus Müller, the Private Bank’s head of the CIO office and Chief Investment Officer for Sustainability. “Positive year-end seasonality could still be offset by ...  عرض المزيد

The Private Bank’s Chief Investment Office just held its quarterly “CIO Day” gathering to set its 12-month forecasts, and it included some interesting shifts to its outlook, says Deepak Puri, the Private Bank’s Chief Investment Officer for the Americas. “The key takeaway is th ...

Scepticism in the market can be a healthy sign, says Christian Nolting, the Private Bank’s Global Chief Investment Officer – and that’s currently in evidence in the mood around lofty tech valuations. “There's a bit of discussion in the market about AI. Is it a bubble or not?”, ...