Some of our investment ideas
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,. . . .
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. . . .
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. . . .
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.. . . .
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,. . . .
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