Marktausblick Vollgas geben Ausgabe 114 | Juni 2021 03 Aktuelle COVID-Entwicklung Ansteckung eingedämmt 04 Hilfe gefällig? Freie US-Stellen auf Rekordniveau 07 Besteuerung multinationaler

Marktausblick Der kuriose Fall der sinkenden Anleiherenditen Ausgabe 115 | August 2021 03 Wendepunkte bei den Raten Marktreaktionen 04 Klimafragen Was sind die wichtigsten Themen? 08

Marktausblick Von Massenarbeitslosigkeit zu Arbeitskräftemangel Ausgabe 116 | September 2021 03 Jüngste Entwicklungen Makroökonomisches Update 05 Leitzinsen Überblick über das

Market Perspective 3 One thing after another? Don’t panic 4 The UK goes boldly… Tighter policy ahead 5 UK government debt: inflation matters UK RPI uplift is expensive 5 IMF takeaways Outlook not so

Market Perspective Running hot – or overheating? Issue 131 | December 2021 Page 2 | Market Perspective | December 2021 Foreword This last Market Perspective of 2021 does not contain dramatically new

MosaiqueViews December 2021 / January 2022 02 Foreword 03 Asset allocation overview 04 Equities regions 05 Equities: sectors 06 Fixed income 06 Currencies Asset allocation summary

Issue 32 | October 2021 Mixing art and science Quarterly Letter At first glance, art and science appear to occupy opposite ends of the intellectual spectrum. To many people, they are poles apart, as

Despite a modest setback in September, global markets continued their upward trend in the third quarter; the MSCI World Equity index returned +6.9% in local currency, or +3.7% in EUR terms, alongside

Despite a modest setback in September, global markets continued their upward trend in the third quarter; the MSCI World Equity index returned +6.9% in local currency, or +3.7% in sterling terms,

MosaiqueViews October/ November 2020 04 Asset allocation 05 Asset class 06 Fixed income 07 Equities: regions 08 Equities: sectors 09 Currencies Asset Allocation is to most, the