Markets Insights

Macroeconomics

Weekly house view | Long live King Charles III

Monthly house view | May 2023

Weekly house view | Biden for 2024

Weekly house view | FAANGs' Moment

China Q1 GDP surprises on the upside

Weekly house view | Pentagon Leaks

US Macro Outlook | Banking on a mild recession

Weekly house view | Moment of truth

Monthly house view | April 2023

Weekly house view | Big is beautiful, small is smart

Weekly house view | Le banche statunitensi perdono depositi

Weekly house view | Tutto, dappertutto, nello stesso momento

Alternatives

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

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

Infogrid is protecting the planet by making buildings smarter

General Atlantic’s Gabriel Caillaux on what it takes to be successful in private markets

Multi-strategy – the ultimate diversifier?

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

Equities

Things look up for Chinese equities

Our 2023 outlook for developed markets equities

Our 2023 outlook for equity volatility

Are luxury brands timeless?

Better ways to feed the world

China: a time for active management

Our 2022 scenario for EM equities

Fixed income

Credit markets update

Bonds’ roller-coaster ride may not be over yet

Our 2023 outlook for Italian sovereign bonds

Our 2023 outlook for emerging-market bonds

Our 2023 outlook for German Bund

Our corporate bond outlook for 2023

Our 2023 core sovereign bonds outlook

Navigating Asia

Innovative Infrastructure for a Net Zero future

Why companies are increasingly focusing on a more purpose-driven approach

Anchoring your philanthropic efforts in Asia

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

Commodities & metals

The curious case of official gold demand

Our 2023 outlook for precious metals

Switzerland’s energy vulnerability

Precious metals - Outshined by the Fed

Gold: ETF demand to the rescue!

Surge in energy prices delays expected peak in inflation

Gold and silver face near-term hurdles

Launch of a diversified multi-asset fund (CH)

Altre analisi

Confirm your selection

By clicking on “Continue”, you acknowledge that you will be redirected to the local website you selected for services available in your region. Please consult the legal notice for detailed local legal requirements applicable to your country. Or you may pursue your current visit by clicking on the “Cancel” button.

Cancel Continue