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
- 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
- Olivier Maurice
- Carole Millet
- Wanda Mottu
- Yoko Otsuka
- Adrien Pichoud
- Sedar Piller
- Fabrizio Quirighetti
- Antonio Ruggeri
- José Sanchez
- Claire Shaw
- Sachin Sukthankar
- Marc Syz
- Manuel Terrault
- Benoit Vaucher
- Cedric Vuignier
- Shoaib Zafar
Focus
Cinderella before the ball
23 Apr 2019
European equities are trading at five-year valuation lows due to growth fears and record fund outflows. [...]
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Asset Allocation Insights
Our monthly view on asset allocation (April 2019)
10 Apr 2019
Markets continued to move higher over the period as central banks are expected to remain accommodative, extending the business cycle. Despite that, we believe that it is now too late to chase the ral [...]
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1 month in 10 snapshots
March 2019
22 March 2019
Amid rising concerns around the global growth outlook – and one month later than usual due to the government shutdown – the first estimate of US GDP growth during the fourth quarter of 2018 proved rat[...]
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Focus
Catch me if you can
15 March 2019
In this focus piece we are having a closer look at the fundamental, technical and valuation characteristics of global credit markets, their potential returns for 2019 and indicate our preference for E [...]
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Asset Allocation Insights
Our monthly view on asset allocation (March 2019)
14 March 2019
Markets and asset prices continued to trend positively, supported by monetary policies that shifted from a tentative normalization trend to neutral with a dovish bias. [...]
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Flash
We're all different, but must go hand in hand
08 March 2019
Discussions on gender equality are increasing, but the debate remains taboo. [...]
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Asset Allocation Insights
Our monthly view on asset allocation (February 2019)
11 February 2019
The start of the year was positive for markets despite the continuous deterioration of economic growth data. [...]
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Focus
Lessons for contrarian investors in a new era of volatility
07 February 2019
One thing that is certain in this era of market volatility is our skills will be thoroughly tested. Read on for the 10 lessons in investing to help contrarians navigate this new stage of the cycle.
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Alternative Investments Insights
September to December 2018
06 February 2019
2018 was a challenging year but Hedge funds outperformed the equity market.
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