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
- Daniel Hannemann
- Maurice Harari
- John Indellicate
- Prasaanna Jeyanandhan
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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Asset Allocation Insights
Our monthly view on asset allocation (September 2019)
12 September 2019
As is often the case, August has not been as quiet a month in financial markets as those taking summer holidays would expect. [...]
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1 month in 10 snapshots
July 2019
26 August 2019
The spectacular U-turn of the Fed regarding its monetary policy outlook has extended one step further in June.[...]
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Asset Allocation Insights
Our monthly view on asset allocation (August 2019)
23 August 2019
Financial markets have been spurred by the Federal Reserve and the ECB clearly signalling more monetary policy accommodation is in the cards for the second half of the year. [...]
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Focus
Back to Sub
24 July 2019
The US Federal Reserve (Fed) has signalled a number of rate cuts in the short term, and the European Central Bank (ECB) is indicating it will use every available instrument in its toolbox, including a [...]
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Asset Allocation Insights
Our monthly view on asset allocation (July 2019)
22 July 2019
Here we go again – the desperate hunt for yield is back. [...]
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1 month in 10 snapshots
June 2019
04 July 2019
The global growth trend has been slowing since last year. This extended into May, raising concerns around the economic outlook.[...]
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