Weekly Insights

Investing in health

Other than pharmaceutical companies, who is interested in investing in the healthcare sector? A revolution is on its way in this sector. Let John Plassard tell you more in his Weekly Insights.

Bond moment

Hostage situation

Fixed-income markets are under pressure. Where can investors hide? Listen to Catherine Reichlin's Bond Moment for her point of view on this matter.

Weekly Insights

Pricing power

This thematic is believed to be a hot topic of the year 2022 but what is it exactly and how is it measured? Listen to John Plassard’s analysis to know more about it.

Bond moment

Green camouflage

Greenwashing. How can we avoid it? Are green bonds "good enough"? Catherine Reichlin illustrates this case with the latest bond issued by Hong Kong airport.

House View

2022 - six key views

Listen to our team of economists/strategists Marie Thibout, Valentin Bissat and Gero Jung today, with some insights into key macro views for 2022 and the implications for a typical investment portfolio.

Weekly Insights

2.1, the replacement number

What does that number of 2.1 stand for? For his last video of 2021, John Plassard talks about demographics and the potential effects it can have on markets.

Weekly Insights

What about lithium?

With ever-growing demand of rechargeable batteries and the development of electric vehicles, could lithium be an interesting commodity to invest in? John Plassard gives you his insights on this matter.

Weekly Insights

Omicron

How could this new variant affect financial markets, the transportation sector or the monetary perspectives? Listen to John Plassard’s global analysis.

Weekly Insights

Plastic, plastic, plastic

This fast-growing theme deserves serious attention… How do we escape plastic and, above all, in which companies could we invest to counter the current state of emergency? John Plassard tells you more about this in his Weekly Insights.

House View

Our take from the latest central bank decisions

What happened lately with the Fed, the Bank of Canada or the ECB and how did all these central bank decisions affect our investment allocation decisions?

Weekly Insights

All about Metaverse

What is it exactly? What is it now and how will it look in a couple of years? How can interested investors start investing in the metaverse? Let John Plassard take you through this trendy topic.

Weekly Insights

FED: to taper or not to taper?

John Plassard today focuses on the next FOMC meeting and more specifically on the potential first taper announcement since 2013… How could this affect the markets?

Bond moment

The tide will eventually turn

Over the last few years, the European emerging countries have benefited from the negative yield environment. Could these unprecedented market conditions be coming to an end with growing inflation fears?

Weekly Insights

Where's my bike?

This week, John Plassard gives an update on the bike situation: huge demand, difficult shipments, what are the perspectives?

Bond moment

The Green Giant

Catherine Reichlin today talks about the long-awaited arrival of the European Union in the green bond market. How has the market responded to this new player? Listen to her Bond Moment to find out more.

Weekly Insights

Cargo container: always more

The unsteadiness of land and air traffic has reshuffled the deck in the global transport market. Maritime traffic is now shining and cargo containers in particular since they are a key element of this transportation mode. Who are the producers of this booming market and do they have the capacity to meet the ever increasing global demand?

Bond moment

The Bank of England: between a rock and a hard place

Since the end of July, the UK bond market is the biggest looser in terms of performance. How come? Listen to Catherine Reichlin's Bond Moment to know more about the impact of the Bank of England's latest moves.

House View

Quarterly Strategy (Q4)

Monetary policies are normalising. What is the impact for investors? Listen to our economists Marie Thibout and Valentin Bissat today giving us a complete overview our economic scenario and portfolio positionning.

Weekly Insights

How much does your petrol really cost?

In the midst of rising prices in the energy sector, John Plassard today decided to focus on petrol and decrypts the components of the price paid by customers at the pump.

Bond moment

Man overboard!

Carnival has burned billions in cash since Q1 of 2020. The firm is highly leveraged but still manages to raise fresh money easily. How come? Listen to Catherine Reichlin's Bond Moment to know more.