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CIO Perspectives

As Bergos’ Chief Investment Officer, Till Christian Budelmann regularly comments on events on the international capital markets and examines them in the context of economic and political trends. Budelmann is member of the bank’s executive board and heads the investment committee.

Vol 219 20 winners and losers of the US elections

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This week, we sit down with our CIO Till Christian Budelmann and talk about the end of the “traffic light...

21.10.2024 | CIO Perspectives | Articles | Publications

Market Commentary – US Elections: How the outcome will affect the capital markets

On November 5, the presidential and congressional elections will take place in the US. In addition to...

17.10.2024 | Articles | CIO Perspectives | Publications | Economics

Special Issue: US Elections 2024

In this US Elections 2024 special issue, our Bergos experts, Till C. Budelmann (Chief Investment Officer) and...

07.03.2024 | CIO Perspectives | Bergos Now | Podcasts

Vol 185 After “Super Tuesday”: Advantage Trump

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One day after “Super Tuesday” we talk to our CIO Till Christian Budelmann about the US primaries and why...

07.12.2023 | CIO Perspectives | Bergos Now | Podcasts

Vol 173 Outlook 2024

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This week, we sit down with our CIO Till Christian Budelmann and talk about the opportunities and risks on...

07.12.2023 | Articles | CIO Perspectives | Publications

Market Commentary Outlook 2024: Bonds overweight for the first time in many years

Investors should rethink their positioning ahead of the coming year, according to Till Christian Budelmann,...

30.06.2023 | Bergos Now | CIO Perspectives | Podcasts

Vol 151 What influence does (geo) politics have on the economy and markets?

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This week, we sit down with our CIO Till Christian Budelmann and talk about the latest developments in Russia...

09.06.2023 | CIO Perspectives | Bergos Now | Podcasts

Vol 149 A first look at the 2024 US elections

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This week, we sit down with our CIO Till Christian Budelmann and talk about the solution of the US debt...

24.03.2023 | CIO Perspectives | Bergos Now | Podcasts

Vol 140 The new UBS: too big to bail?

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This week, we sit down with our CIO Till Christian Budelmann and talk about the latest turmoil in the banking...

21.03.2023 | Articles | CIO Perspectives | Publications

Market Commentary on the Turmoil in the banking sector points to opportunities elsewhere

Financial markets remain volatile. The bank collapse in the United States and the emergency rescue of Credit...