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
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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1 month in 10 snapshots
1 Year in 10 Snapshots 2019
30 January 2019
The global economy experienced a steady slowdown in economic activity over the course of 2018.[...]
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Asset Allocation Insights
INVESTMENT PERSPECTIVES 2019 by our experts
08 January 2019
We invite you to click on the link below to discover our macroeconomic outlook 2019.
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1 month in 10 snapshots
December 2018
19 December 2018
We have seen quite a sudden reversal in the outlook for Federal Reserve monetary policy.[...]
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Focus
Emerging market equities: opportunity amid challenges
19 December 2018
While global markets continue their emotional ride, we feel there is value to be found in emerging market equities. [...]
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Focus
The themes poised to prosper during US growth renaissance
04 December 2018
John Indellicate, Co-Portfolio Manager, Scout Investments, explains why he sees attractive opportunities in US mid-caps and the key investment themes poised to flourish in the near future.
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Asset Allocation Insights
Our monthly view on asset allocation (November 2018)
22 November 2018
The month of October introduced a sharp correction to financial markets on the back of concerns about a Chinese slowdown, peak earnings, trade war, the Italian budget and the tightening of US monetary [...]
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