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  • 11.05.2020

    Webinar – Market Spotlight

    On Wednesday 6 May 2020, Norman Villamin and Peter Kinsella hosted the “Market Spotlight” webinar to discuss the rapidly changing markets and the opportunities and risks they present.

  • 08.05.2020

    Capture on China’s Rebound, and Check Risks Ahead

    China remains ahead on the virus containment and production normalisation curve.

  • 06.05.2020

    Der Markt unterschätzt eine mögliche zweite Infektionswelle

    Finanz und Wirtschaft (06.05.2020) - Eleanor Taylor Jolidon, Co-Leiterin Aktien Schweiz & global bei Union Bancaire Privee, setzt auf krisenfeste Unternehmen und warnt vor zu viel Optimismus.

  • 24.04.2020

    Is your low-carbon portfolio destroying the planet?

    Responsible Investor (22.04.2020) - An investor who focuses solely on low carbon emissions could end up investing in polluters, while excluding some of the most important providers of solutions to the climate emergency.

  • 23.04.2020

    Italy – Back in the firing line

    Our Global Head of Forex Strategy, Peter Kinsella, discusses how Italian bond yield increases are going to affect the euro.

  • 20.04.2020

    Geldpolitik der Fed legt fundament für gold

    Spotlight - Die US-Notenbank Fed hat zugesichert, sie werde alles Notwendige tun, um die Auswirkungen der Coronavirus- Pandemie auf die USA und die Weltwirtschaft auszugleichen. Gold wird von dieser Zusage am meisten profitieren.

  • 17.04.2020

    Smug Money podcast: Is impact investing the answer?

    Good With Money (25.03.2020) – Our Co-Manager of the Positive Impact Equity strategy Rupert Welchman discusses the importance of impact investing in the current environment.

  • 15.04.2020

    The Case For Frontier Debt

    India’s total infected cases (979) and fatality rate (25) remain low but it has been escalating. According to the World Health Organisation (WHO), this can become overwhelming, if uncontrolled.

  • 02.04.2020

    "Whatever it takes": fiscal edition

    Spotlight - With the US and broader European economies entering the ‘acceleration’ phase of their respective COVID-19 infection cycles, fiscal policymakers across Europe and the United States have begun outlining plans to bear down on this growing shock to demand and confidence.

  • 31.03.2020

    India Risk and Policy Response

    India’s total infected cases (979) and fatality rate (25) remain low but it has been escalating. According to the World Health Organisation (WHO), this can become overwhelming, if uncontrolled.

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