Insight from our experts

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.

John Plassard is today focusing on a promising yet controversial market: facial recognition. Listen to his Weekly Insights to discover the extent to which this technology can be used, its market potential and current leaders.

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?

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

Whether we wanted it or not, spending behaviours have been affected by the Covid pandemic, leading to high levels of excess savings in the US and the UK. What are the 2 fundamental reasons behind this? And could this lead to a spending boom?

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

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

European growth and the Euro STOXX 600 are expected to improve over the coming months. What are the 6 underlying reasons for such optimism?

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

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

As global indices are hitting all-times highs day after day, let John Plassard walk you through what he considers to be the 3 biggest risks for the markets.

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.

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.

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.

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.

Would you invest in the semiconductor sector? This sector, which has been caught up in the storm of the US technology stock market downturn, is nonetheless benefiting from the reopening of the economy. Listen to what John Plassard has to say on the subject.

Is dollar weakness over and what does it mean for asset allocation? Listen to the view of our economist & strategist Marie Thibout on this subject.

Stars are aligned and the fight against climate change may have found its financing tools: green bonds. While records in terms of new issues will very probably be broken in 2021, let’s not forget that green bonds are first and foremost bonds… and are subject to the same market risks than any other bond. Let Catherine Reichlin explain you more in her Bond Moment.

Investment bank Morgan Stanley estimates that the global space industry could generate revenues of more than $1 trillion within 20 years. SpaceX is now developing reusable rockets to reduce launch costs, which could well mark a historic turning point in space investment. Would you invest in the space industry?

Federal Reserve members are meeting today to discuss the monetary policy stance in the US. Given the rise in long-term yields, Fed Chair Powell will certainly be asked about a possible “Operation Twist”. But what is it exactly? Listen to our expert Valentin Bissat.