Insights

Our management approach follows rigorous and thorough investment processes based on our assessment of the macroeconomic situation and on a fundamental analysis. We share all our insights with you.

Forex Weekly
Each week, we publish our Forex insights. Check regularly this space for up-to-date information. [...]
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Rising Sun: 5 reasons to go [...]
After 15 years of deflation, the tide of sentiment is turning, driven by a resurgent domestic economy. [...]
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Subordinated bonds still off [...]
European subordinated bonds have been one of the best-performing fixed income assets of 2017. [...]
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Forex Weekly
Forex Weekly   Each week, we publish our Forex insights. Check regularly this space for up-to-date information. [...]
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June 2017
Europe continues to lead global growth momentum.[...]
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Forex Weekly
Each week, we publish our Forex insights. Check regularly this space for up-to-date information. [...]
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Global autos: will opportuni [...]
The Global Equities team met with a number of auto original equipment manufacturers (OEMs) and suppliers on the sidelines of the recently-held 87th Geneva Auto Show – with rather mixed impressions fro [...]
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Forex Weekly
Each week, we publish our Forex insights. Check regularly this space for up-to-date information. [...]
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Contrarian opportunities in [...]
2017 has started strongly for equity markets. The MSCI World index, a gauge of global stocks, recently touched all time highs. [...]
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