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Analysen 29.01.2018

What is the ECB’s strategy?

Focus on the ECB’s monetary policy: still accommodative, but for how long?
Analysen 10.01.2018

Gold startet stark ins neue Jahr, doch schon bald dürfte es zu einer Korrektur kommen

Gold legte gleich zum Jahresauftakt eine Rally auf den höchsten Stand seit Mitte September 2017 hin.

Analysen 08.01.2018

Asian Bourses look to carry strong 2017 into 2018

Asia Market Review and Outlook - December 2017

Analysen 19.12.2017

Indian stocks look to mirror China's 2017 performance

Khaleej Times (17.12.2017) - Emerging markets are beginning to encounter headwinds. Following positive year to date returns the temptation to take profits surfaces as political concerns take heed particularly in the Middle East, South America and Southern Africa.

Analysen 08.12.2017

Asian Stocks inch higher as India’s GDP reading reverses earlier declines

Asia Market Review and Outlook - November 2017.

Analysen 23.11.2017

Swiss equities: Investing in global growth

The Swiss market relative to the MSCI World has delivered significantly higher returns with lower volatility and lower drawdowns.

Analysen 30.10.2017

Consumer Staples - The end of an era?

Market and corporate lifecycles can last a very long time and create large valuation anomalies offering great opportunities for active managers.

Analysen 19.10.2017

Some segments of the bond market are still capable of delivering good returns

The current market environment is contradictory to some extent. Economic activity remains strong, with firm, synchronised growth across all geographical zones, and inflation is neither too high nor too low, allowing central banks to take a very gradual approach when bringing their monetary policies back to normal. The kind of synchronised growth we are currently seeing is also quite rare.


Analysen 16.10.2017

Emerging-market debt: old prejudices die hard

Although they are often regarded as too risky, hard-currency emerging-market corporate bonds have their attractions, including a very competitive risk/return profile. As economic fundamentals improve, investment flows into this asset class are likely to continue growing.
Analysen 12.10.2017

“The stockmarket correction is over in Europe”

After consolidating during the summer months, equity indexes resumed their upward trend last month. However, now is still a good time to take fresh positions in European equity markets, and particularly in the small- and mid-cap segment.
Analysen 11.10.2017

Fed Signals to Shrink Balance Sheet, Asian Currencies Fall

Asian Market Review and Outlook - September 2017

Analysen 05.10.2017

Ausblick 2018

Chancen und Risiken in der Spätphase des Konjunkturzyklus

Analysen 28.09.2017

Global Market Conditions Are Offsetting Fed’s Balance Sheet Contraction Strategy

From the Desk of a Fund Manager (September): Global Market Conditions Are Offsetting Yellen’s Balance Sheet Contraction Strategy; Asian Economies Remain Prepared.

Analysen 25.09.2017

Natural catastrophes: when investors take on insurers’ risks

Khaleej Times (18.09.2017) - India's cascading tax regime was not only inefficient for businesses but also translated into higher operating costs.

Analysen 19.09.2017

GST Will Unlikely Beget A Policy Reversal in India

Khaleej Times (18.09.2017) - India's cascading tax regime was not only inefficient for businesses but also translated into higher operating costs.

Analysen 18.08.2017

Look East for New Investment Horizons

Citywire Switzerland - The land of the rising sun will eclipse US investors' funds