Weekly Insights

Artificial intelligence

Do you think that artificial intelligence can be endowed with "consciousness"? This week, John Plassard talks about advances in machine-human communication.

House View

Tight monetary policy persists

What are the best investment strategies to adopt this month? In this video, Valentin Bissat shares his current views on the economy and investment outlook.

Weekly Insights

The reign of Generation X

Did you know that, according to a study by Switzerland's Federal Statistical Office (FSO), Generation X constitutes 36.2% of the working population? In his weekly insight, John Plassard reveals all about the investment opportunity that this generation born between 1965 and 1981 represents.

Bond moment

Caught out

While for a majority of bonds, volatility is "just" a bad moment to pass while waiting for maturity, for some of them it can lead to the ultimate bond risk: default. With such a scenario, how should investors position themselves?

Weekly Insights

Catastrophic crypto meltdown

Since a peak in November last year, bitcoin has fallen by more than 70%. Is 2022 the end of crypto-currencies? In this Weekly Insights, John Plassard shares his thoughts.

Bond moment

Nowhere to hide

Markets are under pressure, there’s nowhere to hide. Is there more to come? Check out Catherine Reichlin's views in this week's Bond Moment.

House View

The SNB Update

“The Swiss National Bank does not only talk the hawkish talk – but walks the walk”. Find out why by watching this short video from Gero Jung, Chief Economist.

Weekly Insights

The Golden Age

In these uncertain times, there are very few assets that one would want to move into. Gold, however, could be one of them and take investors by storm in the coming weeks and especially during the second half of this year. Listen to John Plassard to find out more.

House View

Slowdown

The economic slowdown will continue through the end of the year. Global economic activity is affected by higher commodity prices and supply difficulties amplified by the war in Ukraine and restrictions in China. Find out more about our experts’ positioning.

Weekly Insights

A matter of physics

Quantum physics has been a fantasy for many years and a subject of many science fiction films. Today, this concept is becoming a real investment theme. The race for speed is on. John Plassard has made it the subject of his latest Weekly Insights.

Weekly Insights

Higher prices at the pump

Last night, gas prices hit a new all-time high for the 12th day in a row. What are the consequences for the economy?

Bond moment

Fashion victim

Chile is a victim of its own success : its bonds have fallen. Is the country's solvency at risk? Let Catherine Reichlin tell you what's happening.

Weekly Insights

Food protectionism and high inflation

On Saturday, India announced a ban on wheat exports, leading to a new all-time high in wheat prices. Are protectionist steps by exporting countries to be feared? Let John Plassard talk you through this.

Bond moment

Fragmented ESG market

ESG bond funds that do not hold any ESG-labelled funds, China entering the exclusion list of an historical manager and the deterioration of governance in Turkey raising the debate on the country's compatibility with responsible investment are all questions currently being asked in the ESG markets. In this week's Bond Moment, Catherine Reichlin tells us more about the fragmentation of the ESG market.

House View

The hawkish wings of the Federal Reserve continue to spread

As global growth continues to slow and high inflation prompts central banks to adopt tighter monetary policies, what are the investment strategies to adopt? In this video, Gero Jung shares his current views on the economy and the investment outlook.

Weekly Insights

China's situation

Between the pandemic and the war in Ukraine, manufacturing activity in China has fallen to its lowest level for two years. What are the consequences for the Chinese economy? Find out more in this Weekly Insight with John Plassard.

Bond moment

No one is an island

In some cases, distance cannot make us immune. Australian sovereign bond prices have been falling for several sessions lead with the belief that the current monetary policy tightening will be the most aggressive since the 1980s. Listen to Catherine Reichlin's analysis to find out more.

Weekly Insights

A significant rate increase

Tomorrow night's Fed meeting could lead to a significant rate increase that breaks with the tradition of the previous tightening cycle. What would this mean for consumers? John Plassard shares his views in his Weekly Insights.

Bond moment

The return of Godot

After a decade of unconventional monetary policy and negative interest rates, the exit of the pandemic and the war in Ukraine have revived inflation that was to be gone forever. What does this mean for the bond markets?

Bond moment

Beginning of the end

Sri Lanka suspends servicing its foreign debt and seeks IMF support. After 20 years without an Asian country defaulting, what factors led the country into this position? In this week's Bond Moment, Catherine Reichlin, our head of Financial Research, gives us her analysis of the situation.