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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Forex
Forex Weekly
19 July 2017
Each week, we publish our Forex insights. Check regularly this space for up-to-date information. [...]
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Focus
Rising Sun: 5 reasons to go [...]
17 July 2017
After 15 years of deflation, the tide of sentiment is turning, driven by a resurgent domestic economy. [...]
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Focus
Subordinated bonds still off [...]
14 July 2017
European subordinated bonds have been one of the best-performing fixed income assets of 2017. [...]
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Forex
Forex Weekly
13 July 2017
Forex Weekly
Each week, we publish our Forex insights. Check regularly this space for up-to-date information. [...]
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1 month in 10 snapshots
June 2017
30 June 2017
Europe continues to lead global growth momentum.[...]
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Forex
Forex Weekly
29 June 2017
Each week, we publish our Forex insights. Check regularly this space for up-to-date information. [...]
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Focus
Global autos: will opportuni [...]
23 June 2017
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
Forex Weekly
22 June 2017
Each week, we publish our Forex insights. Check regularly this space for up-to-date information. [...]
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Flash
Contrarian opportunities in [...]
20 June 2017
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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