1. Newsroom
zh
我的访问
联系我们
Menu

Newsroom

Show all 新闻稿 洞见 瑞联银行新闻报道 企业
洞见 12.09.2018

China's trade war scenarios

Spotlight - Sino-US trade tensions continue to dominate the focus of global markets with few signs of resolution in the near term.

洞见 14.08.2018

Oil demand stays firm

WTI oil prices are down almost 10% since the beginning of July. At the beginning of August, oil prices started their longest weekly losing streak in three years. The US/China trade tensions fuelled concerns that global economic growth could slow, weakening worldwide energy demand.
洞见 07.08.2018

A regime change ahead for global technology

Spotlight - An evolution in return drivers for global technology.

洞见 30.07.2018

Exploiting opportunities in equities and managing risks in bonds

Investors entered 2018 optimistic following the stellar returns across most asset classes in 2017.

洞见 10.07.2018

Trade War Update

Asia Macro Strategy (10.07.2018) - The trade war that started last Friday (July 6th) has been well anticipated. The US initially imposed tariffs of 25% tax on US$34 billion worth of Chinese goods. The next US$16 billion will be announced in two weeks, according to US President Donald Trump.

洞见 26.06.2018

Navigating Quantitative Tightening in the Eurozone

Spotlight - US Quantitative Tightening: A road map for the ECB.

洞见 20.06.2018

A fresh look at global fixed income opportunities

On 26 June, the first edition of our Investment Insight Summit in Zurich addressed pressing topics within the asset management industry. In her keynote speech, Christel Rendu de Lint talked about global fixed income opportunities and strategies.

洞见 20.06.2018

Managing political risk in EM

There are around 80 countries in which we can invest, so we may have to contend with up to 20 elections a year. This does not call for being either cautious or bullish, but for being politically aware and having a process for assessing political risk. In our case this means understanding the economic impact of different outcomes, working out which ones have been priced in, and monitoring opinion polls.

洞见 14.06.2018

Initial Thoughts on Trump-Kim Summit

Tame market response to the summit is accurately priced, in our view, with still low expectations of a real breakthrough in the near term to trade the ‘peace dividend’ or ‘economic reconstruction’ themes.

洞见 11.06.2018

Why Value Investing is not Dead in Japan

In this paper, we will take a closer look at what could be the drivers or catalysts for value stocks to come back into favour.
洞见 01.06.2018

Navigating choppy waters

After strong growth in Q4, activity was relatively weak in Q1, particularly in developed economies. Where is the global economy going in the next quarters?

洞见 30.05.2018

Q&A on Italy and the Eurozone

Elections in Italy, and also probably in Spain, could refuel political risks in the eurozone, as these elections have the potential to turn into an implicit referendum on the eurozone.

洞见 29.05.2018

SMIDs continue to offer good investment opportunities

Small and mid caps (SMIDs) have been outperforming large caps since the beginning of the year and many factors are in place for this solid trend to continue.

洞见 09.05.2018

Navigating the coming ‘mini-cycle’ in the US Economy

Spotlight - Recession concerns appear overblown, though we do expect a ‘mini-cycle’ in the US economy in the months ahead.

洞见 09.05.2018

Green shoots of change seen in Japan

Understanding Japan’s dynamics sometimes seems like a mathematical problem. Is getting you head around this market just like solving a differential equation? It’s not that simple. Just as for many fields of mathematics, the time you spend on it is important.
洞见 02.05.2018

How emerging markets are dealing with higher US Treasury yields

The recent rise, through 3%, and to the highest level since 2013, has triggered a bit of a sell-off in emerging market assets. We’re thinking that US Treasury yields from here stabilise or they rise only gradually, and this’ll allow emerging market asset prices to go up again.