Latest Markets Insights

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The biotech firm building the drug-hunting factory of the future

With her climate-tech venture Sweep, Rachel Delacour has no time to lose

A closer look at the pitfalls and opportunities of investing in family businesses

Multi-strategy – the ultimate diversifier?

Private Assets, the ultimate form of active management: Myth or Reality?

Are real estate trends accelerated by the pandemic here to stay?

The private road to tech

Commodities & Metals

Energy crisis: how will Europe cope?

Switzerland’s energy vulnerability

Surge in energy prices delays expected peak in inflation

Currencies

The search for income in FX markets

Moderate Swiss franc depreciation is on the cards

Limited upside potential for the USD against the euro

César Pérez Ruiz in Hong Kong Economic Times

Equities

Are luxury brands timeless?

Better ways to feed the world

China: a time for active management

Our 2022 scenario for EM equities

Japan: a diversifier for equity portfolios

A lot of good news is already priced into Brazilian equities

Where next for equities after a sparkling first half?

Fixed income

US Treasuries volatility is rising amid deteriorating liquidity

More pressure on the renminbi, less on bonds

Close to a peak?

Bond investors need to understand the volatility cycle

Looking for ‘safe’ carry

Our 2022 scenario for corporate bonds

Our 2022 scenario for the UK economy and gilts

Tailwinds for euro periphery bonds

Macroeconomics

Weekly View - Little room for small hikes

Weekly View - Happy Thanksgiving

Weekly View - No red wave

What Lula’s election means for Brazilian assets

House View, November 2022

César Pérez Ruiz shares his top 3 investment themes of the month

Weekly View - Slower, higher…and longer

Weekly View - Trick or treat!

Navigating Asia

Anchoring your philanthropic efforts in Asia

From tradition to modernity―Eight ways that Asian philanthropy is evolving

‘A force to be reckoned with’: What the next decade has in store for Asian economies

Peggy Choi on building a business that ‘powers the new knowledge economy’

How a simple campaign grew into a plant-based powerhouse

The rise of Asia’s next generation

Asia’s family offices multiply

Third generation family fortunes

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