Insight from our experts

In this week’s Macro and Strategy Update, Gero Jung invites us to take a look at the world economy and analyses how different economic recovery patterns may impact investment behaviors.

Catherine Reichlin today looks at the inflationary situation in Turkey, whose central bank is in a particularly uncomfortable position. Will it fight inflation or give in to Mr Erdogan's pressure to lower interest rates?

Just when we thought the smartphone market had already reached its peak… Well it appears that this investment theme could still have more wind in its tail…

Oil prices have risen tremendously since the beginning of 2021 and almost 10% in June alone. What are the possible reasons and the investment opportunities of such a configuration?

While several central banks are considering scaling back measures supporting the economy, the ECB goes against the tide. What does that mean for bond markets? Listen to Catherine Reichlin's Bond Moment for more information on the situation.

Cybercrime is the biggest threat towards businesses. What are the costs linked to this malicious activity and what are the future trends? Listen to John Plassard’s analysis on this sadly trending topic.

The USD strongly reacted to recent events. So what is our positioning on the US dollar after the last FOMC and ECB meetings?

China, known as the most polluting nation, has the ambition to become carbon neutral by 2060. This goal requires huge financial needs, which take the form of green bonds. But are they genuinely "green"?

Water is so present in our everyday life that we usually forget that it is a precious and limited resource. Investors could play a key role in fighting water scarcity, but how concretely? Listen to our expert John Plassard for smart and responsible investment insights!

In this Weekly Macro and Strategy Update, Gero Jung tackles two important questions: is the Middle Empire becoming an inflation exporter? What factors could possibly explain this phenomenon?

Chinese credit markets have the best year to date performance, so what shadow is currently looming over them? Catherine Reichlin takes us to the Middle Kingdom and demonstrates that the domino effect is not only confined to the political sphere!

In this Weekly Macro & Strategy update, Valentin Bissat argues that the bond rally is only temporary. Why? There are 4 main reasons... discover them here.

Geneva is today at the center of the world’s attention… This historical meeting could prove to be much more significant than expected on economic, political but also market levels. Why?

A few weeks ago, Catherine Reichlin was live on Finimize to talk about green bonds. With Sarah Bengtsson, millennial money speaker and sustainable investing expert, she discussed the evolving trend around green bonds and how to diversify your portfolios with such assets.

How to profit from the reopening of global economies? And in which sectors in particular? Listen to Marie Thibout's view in this Weekly Macro & Strategy Update.

What do Elon Musk, Sara Blakely and Michael Dell have in common? They are all Gen-X entrepreneurs! The "sandwich generation" is the focus of John Plassard's Weekly Insights.

A rising question which has put investors under pressure is if and when inflation will take off. What impact could this runaway phenomenon have on the investment side?

Hardly a day goes by without analysts, economists and the media talking about the fear of monetary normalisation. But should investors really worry about it?

What are the implications of higher inflation on your portfolios? Listen to our Senior Economist & Strategist Valentin Bissat to know more about it and about the consequent positioning of our portfolios.

John Plassard today concentrates on the recent events shaking cryptocurrency markets. What happened? Is it the end of it? Listen to his Weekly Insights to know more.