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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
Luc Filip
Asset Allocation Insights
Our monthly view on asset allocation (December 2019)
06 December 2019
The resumption of talks between the US and China, declining political risk in the UK and a third Fed rate cut in four months have supported another leg up in equity markets. [...]
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Asset Allocation Insights
Our monthly view on asset allocation (November 2019)
11 November 2019
Brexit twists and turns on the one hand and Twitter-format US/China trade negotiations on the other have both become such regular features in our investment landscape that it has become difficult to d [...]
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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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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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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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Asset Allocation Insights
Our monthly view on asset allocation (June 2019)
14 June 2019
Let’s get straight to the point – disappointments and concerns are mounting. First, economic growth momentum remains weak. [...]
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