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07.03.2024
As the earnings season ends, US tech companies have exhibited robust results, propelling the Nasdaq Composite to a record high. The Bank maintains its convictions on US and Japanese equities while favouring India over China for emerging market growth exposure. We tactically increased our position on gold on the back of central bank demand and geopolitical uncertainties.
07.02.2024
In a landscape marked by economic divergences between regions, with abating inflation and normalising interest rates, our convictions remain on the United States rather than Europe, a tech-oriented bias, and a cautious approach to China, while the return of firmer market fundamentals signal positive performances across various asset classes.
18.01.2024
Portfolio construction is back to the forefront in 2024.
Speakers: Norman Villamin, Patrice Gautry, Peter Kinsella
Speakers: Dimitri Kallianiotis
Speakers: Adrian Künzi
