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
- 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
Uncovering the pioneering firms leading the fight against ca [...]
19 October 2018
Pioneering developments in oncology deliver in both areas: progress in fighting the second leading cause of death globally and access to leading-edge healthcare innovators with growth potential.
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Alternative Investments Insights
May to August 2018
05 October 2018
Since the beginning of the year, the hedge fund industry has successfully navigated a complex environment, while most asset classes have suffered.
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Asset Allocation Insights
Our monthly view on asset allocation (September 2018)
28 September 2018
While the macro backdrop continues to support risky assets, there are visible storm clouds gathering that could precipitate a change in risk appetite. [...]
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1 month in 10 snapshots
September 2018
27 September 2018
This summer, financial markets were shaken by an old unpleasant tune.[...]
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1 month in 10 snapshots
August 2018
03 September 2018
US GDP growth stayed strong in Q2, rising at 4.1% qoq, the highest pace since 2014.[...]
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Flash
Swimming against the current: the long term attractiveness o [...]
21 August 2018
Over the last decade, the Norwegian aquaculture industry has enjoyed significant growth, with total industry revenues growing by more than 300%. [...]
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Focus
Key Things Investors Should Consider In 2018
14 August 2018
Macroeconomic backdrop is supportive of ‘risk-on’. This can quickly change, but for now, a lack of inflation pressure and positive growth should fuel financial markets. [...]
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Asset Allocation Insights
Our monthly view on asset allocation (August 2018)
10 August 2018
Our stance today is currently ‘risk-on’. [...]
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Focus
European Banks and the search for value
03 August 2018
European banks remain one of our highest conviction sectors within credit as a number of developments in monetary policy, banking fundamentals and regulatory changes should support positive performanc [...]
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