Weekly Insights

Troubled waters

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!

Macro Update

Is China becoming an inflation exporter?

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?

Bond moment

Preparing to move ahead

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!

Macro Update

Stick to the reopening and value trades

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.

Weekly Insights

Historical meeting between Putin and Biden

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?

Bond moment

Green bonds

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.

Macro Update

The way back up

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.

Weekly Insights

Generation X

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.

Macro Update

Inflation in the spotlight

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?

Weekly Insights

Don’t be afraid of normalisation

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?

Macro Update

Implications of higher inflation on your portfolios

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.

Weekly Insights

Is it the end of cryptocurrencies?

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.

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 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.

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

Excess savings in the spotlight

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?