Looming storms on the horizon

Date: 14 September, 2018

Investment Conclusion: Unchanged allocation as light remains orange... Regime  shifts underway No decisive shift (yet) in bonds to equities correlation,. . . . Read More

Currencies. CHF safe-haven status confirmed

Date: 13 September, 2018

The Swiss economy grew at a fast pace in H1 2018, boosted by income from world cup licenses, robust foreign. . . . Read More

Currencies. The “Fragile Five” are coming back 

Date: 6 September, 2018

It would not be the first time that acronyms emerge at the worst moment. Financial markets history is replete with. . . . Read More

Equities. A festive week for the S&P 500

Date: 30 August, 2018

Last week, the S&P 500 index broke 2 records: the historical level at 2'874.69 points and the longest bull market.. . . . Read More

Fixed income. EM volatility puts Euro area periphery under pressure 

Date: 23 August, 2018

Italian spreads have been volatile since the formation of the current government while other peripheral countries experienced sideway moves. However,. . . . Read More