Weekly Insights

Ist das Ende der Kryptowährungen gekommen?

John Plassard konzentriert sich heute auf die jüngsten Ereignisse, welche die Kryptowährungsmärkte erschüttern. Was ist passiert? Ist das Ende der Kryptowährungen gekommen? Hören Sie sich seine Wochennews an, um mehr darüber zu erfahren.

Bond moment

Sustainability, by Amazon

Can a company that is not an ESG champion issue sustainable bonds? The answer is yes... Let our expert Catherine Reichlin expose the mechanism behind this with the Amazon example.

Macro Update

After weak jobs report, Fed tapering off the table, for now

In this week’s video, Gero Jung looks at the implications of the latest US labour market report and tells us why he keeps a prudent investment view in US fixed income securities.

Macro Update

US techno stocks

Is it time to take profits on US techno stocks? According to our economist & strategist Marie Thibout: absolutely. Listen to her full analysis here.

Bond moment

Shining in the credit firmament

After "fallen angels" and recession, it's time to talk about "rising stars" and recovery. The trend is underway, but it will not take a linear path, reflecting the pace of the markets over the past year.

Weekly Insights

Big brother is watching you

John Plassard konzentriert sich heute auf einen vielversprechenden, aber kontroversen Markt: jenen der Gesichtserkennung. Hören Sie sich seine Wochennews an, um zu erfahren, inwieweit diese Technologie genutzt werden kann, welches Marktpotenzial sie hat und welche Marktführer es derzeit gibt.

Macro Update

Is it still time to invest in small & mid-caps?

Marie Thibout today gives us an update on the European equity markets and, more specifically on the small & mid-caps segments. Is it still time to invest there?

Bond moment

Moment of truth for credits?

Catherine Reichlin today talks about the risks in the credit markets. How did shrinking bond yields affect investor behaviour?

Weekly Insights

Sparüberschüsse im Rampenlicht

Ob gewollt oder nicht, das Ausgabeverhalten wurde durch die Covid-Pandemie beeinflusst, was zu hohen Sparüberschüssen in den USA und in Großbritannien führte. Was sind die 2 grundlegenden Gründe dafür? Und könnte dies zu einem Ausgabenboom führen?

Macro Update

Short-term US inflation outlook: the only way is up

Our expert Gero Jung gives us an outlook on US inflation and tell us why he thinks US inflation is likely to spike.

Bond moment

What about Russia?

Our expert today talks about Russia and how the US sanctions are impacting the Russian credit markets.

Weekly Insights

Europas Rückkehr zu Anmut?

Es wird erwartet, dass sich das europäische Wachstum und der Euro STOXX 600 in den kommenden Monaten erholen und verbessern werden. Was sind die 6 zugrundeliegenden Gründe für diesen Optimismus?

Macro Update

Is it time to come back on emerging market equities?

Could emerging market equities outperform developed market equities, and if so: when? Listen to our economist & strategist Marie Thibout.

Bond moment

"Taper Tantrum"?

Our expert Catherine Reichlin todays tells us more about credit markets in Europe and what can be expected later this year.

Weekly Insights

Die 3 grössten Risiken für die Märkte

Während die globalen Indizes Tag für Tag neue Höchststände erreichen, erläutert John Plassard, was seiner Meinung nach die 3 grössten Risiken für die Märkte sind.

Macro Update

Use of US stimulus checks

US households received a 3rd stimulus check last month, as part of the various rescue plans voted by Congress. Did this money pour back into the US economy or was is rather saved or used toward debt? Listen to Valentin Bissat's analysis and discover the statistics.

Bond moment

Accra-Islamabad

Ghana and Pakistan, both rated B-, have returned to the international bond market recently. How did the markets react and how could we describe their respective success? Listen to our expert Catherine Reichlin to find out more.

Macro Update

Central banks – low for longer, but for how long?

In March, many central bank meetings took place. Whether the ECB, the US Fed or our very own Swiss National Bank, what is the main message coming from them and what does it imply on our asset allocation? Listen to our Chief Economist Gero Jung.

Bond moment

Can money buy peace of mind?

In a falling yield environment, investors worry about their re-investment risk but in a rising yield environment, which is currently the case, it is the issuers who worry about having to face higher costs. So what can they do? Our expert Catherine Reichlin will answer this question using the example of the car rental company Avis.

Weekly Insights

Der Halbleitersektor, eine ruhige Erholung trotz des Sturms?

Würden Sie in den Halbleitersektor investieren? Dieser Sektor, der in den Sturm des Abschwungs an den US-Technologiebörsen geraten ist, profitiert dennoch von der Wiederbelebung der Wirtschaft. Hören Sie, was John Plassard zu diesem Thema zu sagen hat.