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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

    Markets may underestimate second wave of infection

    Finanz und Wirtschaft (06.05.2020) - Eleanor Taylor Jolidon, Co-Head of Swiss and Global Equity at Union Bancaire Privée, endorses companies that can withstand crises and warns about too much optimism

  • 24.04.2020

    L'empreinte carbone: une mesure trompeuse

    Bilan (22.04.2020) - Faute d’adopter la bonne méthodologie, les mesures d’empreinte carbone peuvent induire l’investisseur en erreur.

  • 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

    La politique de la Fed favorise l'or

    Spotlight - La Réserve fédérale américaine (Fed) s’est engagée à agir «quoi qu’il en coûte» pour atténuer l’impact du Covid-19 sur l’économie américaine et mondiale. Le principal bénéficiaire de cet engagement sera l’or.

  • 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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