Insight from our experts

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.

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.

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.

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

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?