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Insight 25.09.2017

Natural catastrophes: when investors take on insurers’ risks

Le Temps (25.09.2017) - Insurance-Linked Securities (ILS) enable insurance and reinsurance companies to protect themselves by transferring their risks to the financial markets. These instruments are a good source of diversification and offer a compelling risk/return profile.

Insight 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.

Insight 18.08.2017

Look East for New Investment Horizons

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

Insight 14.08.2017

Asian Stocks Climb Higher, led by China and India

Asian Market Review and Outlook - July 2017

Insight 03.08.2017

In a mid-cap market that is poorly covered by analysts, lots of stocks remain attractive

Since the start of the year, the small- and mid-cap segment has had the wind in its sails as far as investors are concerned. As it is more exposed to domestic markets, the small- and mid-cap universe is presenting a number of opportunities in Europe.

Insight 31.07.2017

Trump’s Half Year in Office and the Two Events that Matter for Asian Markets

Asian markets have posted a better than expected performance in 2017, as share price returns have been supported by stronger earnings growth in technology stocks while a recovery in commodity prices benefited cyclical and industrial companies.

Insight 24.07.2017

Investment Outlook Q3 2017

Positive outlook despite political risks.

Insight 18.07.2017

Old Europe is launching a new Europe

The calm after the storm.


Insight 10.07.2017

Second Half Outlook for Asian Markets

A better than expected pickup in global trade dynamics and elevated confidence levels lifted world markets higher over the first half of 2017.

Insight 28.06.2017

Protecting against ‘Protectionism’

The rising risk of global trade, capital and labour protectionism is an important investment topic.

Insight 16.06.2017

Asian stocks extend gains as expected correction fails to materialise

Asian Stocks Extend Gains as Geopolitical Concerns Do Not Lead to “Sell in May” Correction.

Insight 16.06.2017

Asian stocks extend gains as expected correction fails to materialise

Asian Stocks Extend Gains as Geopolitical Concerns Do Not Lead to “Sell in May” Correction.

Insight 12.06.2017

UK elections - Political challenges continue

The disappointing outcome for UK Prime Minister Theresa May’s Conservative Party suggests a fragile political backdrop as the British government enters negotiations about its exit from the European Union.

Insight 26.05.2017

The time is right for convertible bonds

The beginning of a trend

Insight 24.05.2017

Active in small caps

Opportunities through selected regional exposure

Insight 17.05.2017

Liquid Alternatives to complement a Fixed Income Allocation

The end of 2016 represented a period of transition for global markets and it seems that we are currently in a new paradigm, particularly in the U.S.