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

Catastrófico colapso criptográfico

Desde un pico en noviembre del año pasado, bitcoin ha caído más del 70%. ¿Es 2022 el fin de las criptomonedas? En este Weekly Insights, John Plassard comparte sus pensamientos.

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

La edad de oro

En estos tiempos de incertidumbre, hay muy pocos activos en los que uno quiera invertir. El oro, sin embargo, podría ser uno de ellos y tomar por asalto a los inversores en las próximas semanas y especialmente durante la segunda mitad de este año. Escuche a John Plassard para saber más.

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

Aumento de precios en el surtidor

Anoche los precios de la gasolina alcanzaron un nuevo máximo histórico por duodécimo día consecutivo. ¿Cuáles son las consecuencias para la economía?

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

Proteccionismo alimentario y alta inflación

El sábado India anunció la prohibición de las exportaciones de trigo, lo que llevó a un nuevo máximo histórico en los precios del trigo. ¿Se deben temer medidas proteccionistas de los países exportadores? Deje que John Plassard le explique esto.

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

Situación en China

Entre la pandemia y la guerra en Ucrania, la actividad manufacturera en China ha caído a su nivel más bajo en dos años. ¿Cuáles son las consecuencias para la economía china?

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

Un significativo aumento de tasas

La reunión de la Fed de mañana por la noche podría dar lugar a una importante suba de tasas que rompa con la tradición del anterior ciclo de ajuste. ¿Qué significaría esto para los consumidores? John Plassard comparte sus puntos de vista en su 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.

Weekly Insights

Mercados financieros prósperos

A pesar de muchos vientos en contra (guerra en Ucrania, regreso del Covid en China, mayor inflación, inversión de la curva de rendimiento o normalización monetaria agresiva) los mercados financieros no dejan de progresar… ¿Cómo puede ser?

Bond moment

Save Rhino

Have you ever heard of the "rhino bond", the first Wildlife Conservation Bond issued by the World Bank? Let Catherine Reichlin, our head of Financial Research, tell you all about the functionning of this promising innovation in the bond market.

Weekly Insights

Biohacking

Algunas personas están volviendo a tomar la responsabilidad de su propia salud e innovando. Se les conoce como Biohackers. Desde los implantes de chips hasta la meditación, el futuro de la salud parece ecléctico.