House View

The likelihood of a US recession continues to rise, and energy issues put European activity at risk. As the economic outlook is subdued, how do we invest in this environment? Watch this month’s House View with Marie Thibout, and find out more about our experts’ view!

What are the best investment strategies to adopt this month? In this video, Valentin Bissat shares his current views on the economy and investment outlook.

“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.

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.

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.

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.

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?

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.

The ECB decided last week to lower the pace of its bond purchases via the PEPP. What are we expecting at the next meetings and what are the investment implications?

Mirabaud House View is our monthly investment strategy. Brought to you by Gero Jung, Chief Economist, and his team. It covers macro analysis and our position concerning the major asset classes.