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Gold started the new year with a bang, rallying to its highest level since mid-September 2017.

Asia Market Review and Outlook - December 2017

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.

Asia Market Review and Outlook - November 2017.

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

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

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.

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.

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.

Asian Market Review and Outlook - September 2017

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

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.

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

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