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
- Juliana Auger
- Sacha Bernasconi
- Ugo Biancaniello
- Guido Bolliger
- Pier-Luigi Bonelli
- Christophe Buttigieg
- Christophe Campana
- Michael Clements
- Guillaume Compeyron
- Alasdair Cummings
- Michalis Ditsas
- Luc Filip
- Reto Gehring
- Fabrice Gorin
- Daniel Hannemann
- Maurice Harari
- John Indellicate
- Prasaanna Jeyanandhan
Flash
Central banks can sustain markets into 2020
13 January 2020
Despite the unwavering commitment from central banks to continue injecting cash into the financial system, investors are worried. [...]
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Asset Allocation Insights
Our monthly view on asset allocation (December 2019)
06 December 2019
The resumption of talks between the US and China, declining political risk in the UK and a third Fed rate cut in four months have supported another leg up in equity markets. [...]
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Asset Allocation Insights
Our monthly view on asset allocation (November 2019)
11 November 2019
Brexit twists and turns on the one hand and Twitter-format US/China trade negotiations on the other have both become such regular features in our investment landscape that it has become difficult to d [...]
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Focus
Looking further than environmental, social and governance (E [...]
29 October 2019
Global trends indicate that the flow of capital has been reshaped by the dawn of responsible capitalism. [...]
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Alternative Investments Insights
May to August 2019
22 October 2019
We are very glad to announce that last June we received the prestigious 2019 HFM European Award Fund of Hedge Fund specialists for our fund of funds with an Uncorrelated strategy.
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Flash
Differentiated solutions required to overcome ‘age of anxiet [...]
09 October 2019
With a global economic slowdown on the horizon, investors are fearful of the impact on markets. [...]
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Asset Allocation Insights
Our monthly view on asset allocation (October 2019)
07 October 2019
The back-to-school season has been pretty eventful but has not provided much more clarity on the macroeconomic situation. [...]
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Flash
A guide to income in a low yield environment
02 October 2019
As the world is experiencing low nominal growth and investors brace for a long-lasting “Japanification” of economies worldwide the hunt for income steps up.
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