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.
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Authors
- Pablo Astengo
- Yasmina Barin
- Sacha Bernasconi
- Ugo Biancaniello
- Guido Bolliger
- Pier-Luigi Bonelli
- Christophe Buttigieg
- Christophe Campana
- Thierry Cherf
- Bassel Choughari
- Michael Clements
- Guillaume Compeyron
- Claude Cornioley
- Katia Coudray
- Alasdair Cummings
- Michalis Ditsas
- Luc Filip
- Reto Gehring
- Gérard Guerdat
- Daniel Hannemann
- Maurice Harari
- John Indellicate
- Prasaanna Jeyanandhan
- Hartwig Kos
- Joël Le Saux
- José-Manuel Luna
- Roberto Magnatantini
- Carole Millet
- Wanda Mottu
- Yoko Otsuka
- Adrien Pichoud
- Sedar Piller
- Fabrizio Quirighetti
- Antonio Ruggeri
- José Sanchez
- Claire Shaw
- Sachin Sukthankar
- Manuel Terrault
- Benoit Vaucher
- Cedric Vuignier
- Shoaib Zafar
Focus
The themes poised to prosper during US growth renaissance
04 December 2018
John Indellicate, Co-Portfolio Manager, Scout Investments, explains why he sees attractive opportunities in US mid-caps and the key investment themes poised to flourish in the near future.
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Asset Allocation Insights
Our monthly view on asset allocation (November 2018)
22 November 2018
The month of October introduced a sharp correction to financial markets on the back of concerns about a Chinese slowdown, peak earnings, trade war, the Italian budget and the tightening of US monetary [...]
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1 month in 10 snapshots
November 2018
21 November 2018
The US economy is still growing strongly. This was, in a nutshell, the message from the preliminary Q3 GDP report, posting a 3.5% annualised expansion, after a 4.2% expansion in Q2.[...]
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Focus
The wonderful benefits of High Yield in a rising rate enviro [...]
14 November 2018
The High Yield asset class introduces a number of positive characteristics to portfolios in a rising rate environment, namely low correlation to traditional Fixed Income, equity like performance with [...]
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Flash
US mid-term elections: a brief guide to the three different [...]
06 November 2018
The US mid-term elections will take place today (Tuesday 6 November). [...]
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Focus
The weight of #MeToo in responsible finance
05 November 2018
The Weinstein case, CO2 emissions quota trading schemes and China’s renewable energy subsidies have little in common. Nevertheless, these three factors change the way we invest.
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1 month in 10 snapshots
October 2018
31 October 2018
Was 2017 the peak of post-GFC global growth momentum?[...]
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Focus
Will rising interest rates spell the end for dividend strate [...]
30 October 2018
Income-oriented investors have long viewed dividend equities as an attractive source of yield. [...]
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Focus
Time to dust off the inflation playbook
26 October 2018
Investors have recently become more concerned about inflation, which has led to both equity market volatility and a jump in bond yields. [...]
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