Weekly Insights

¿Es este el fin de las criptomonedas?

John Plassard hoy se concentra en los eventos recientes que sacuden los mercados de criptomonedas. ¿Qué sucedió? ¿Es el final de esto? Escuche sus Perspectivas semanales para saber más.

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 se centra hoy en un mercado prometedor pero controvertido: el reconocimiento facial. Escuche sus Perspectivas semanales para descubrir hasta qué punto se puede utilizar esta tecnología, su potencial de mercado y los líderes actuales.

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

Ahorros en exceso en el punto de mira

Lo queramos o no, los comportamientos de gasto se han visto afectados por la pandemia de Covid, lo que ha provocado altos niveles de exceso de ahorro en los EE. UU. Y el Reino Unido. ¿Cuáles son las 2 razones fundamentales detrás de esto? ¿Y podría esto conducir a un auge del gasto?

Macro Update

Short-term US inflation outlook: the only way is up

Our expert Gero Jung gives us an outlook on US inflation and tell us why he thinks US inflation is likely to spike.

Bond moment

What about Russia?

Our expert today talks about Russia and how the US sanctions are impacting the Russian credit markets.

Weekly Insights

¿El regreso de Europa a la gracia?

Se espera que el crecimiento europeo y el Euro STOXX 600 mejoren en los próximos meses. ¿Cuáles son las 6 razones subyacentes de tal optimismo?

Macro Update

Is it time to come back on emerging market equities?

Could emerging market equities outperform developed market equities, and if so: when? Listen to our economist & strategist Marie Thibout.

Bond moment

"Taper Tantrum"?

Our expert Catherine Reichlin todays tells us more about credit markets in Europe and what can be expected later this year.

Weekly Insights

Los 3 riesgos para los mercados

A medida que los índices globales están alcanzando máximos históricos día tras día, permita que John Plassard lo guíe a través de lo que él considera los 3 mayores riesgos para los mercados.

Macro Update

Use of US stimulus checks

US households received a 3rd stimulus check last month, as part of the various rescue plans voted by Congress. Did this money pour back into the US economy or was is rather saved or used toward debt? Listen to Valentin Bissat's analysis and discover the statistics.

Bond moment

Accra-Islamabad

Ghana and Pakistan, both rated B-, have returned to the international bond market recently. How did the markets react and how could we describe their respective success? Listen to our expert Catherine Reichlin to find out more.

Macro Update

Central banks – low for longer, but for how long?

In March, many central bank meetings took place. Whether the ECB, the US Fed or our very own Swiss National Bank, what is the main message coming from them and what does it imply on our asset allocation? Listen to our Chief Economist Gero Jung.

Bond moment

Can money buy peace of mind?

In a falling yield environment, investors worry about their re-investment risk but in a rising yield environment, which is currently the case, it is the issuers who worry about having to face higher costs. So what can they do? Our expert Catherine Reichlin will answer this question using the example of the car rental company Avis.

Weekly Insights

El sector de los semiconductores, ¿una tranquila recuperación a pesar de la tormenta?

¿Invertirías en el sector de los semiconductores? Este sector, que se ha visto atrapado en la tormenta de la recesión de la bolsa tecnológica estadounidense, se beneficia, no obstante, de la reapertura de la economía. Escuche lo que John Plassard tiene que decir sobre el tema.