Market insights

Macroeconomics

Weekly house view | US banks bleed deposits

Have endowments found a place to hide?

Weekly house view | Everything everywhere all at once

2023 Global Macro Outlook: scenario update

Weekly house view | Bank run

Monthly house view | March 2023

China: modest economic targets and prudent policy support

Weekly house view | Inflation: up like a rocket, down like a feather

Weekly house view | No landing for now

Weekly house view | Geopolitical recession

Weekly house view | Search wars

Weekly view - A hazy picture

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

Our 2023 outlook for emerging-market equities

The Swiss equity market: not to be ignored

Are luxury brands timeless? | Podcast

Better ways to feed the world

Fixed income

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

US Treasuries volatility is rising amid deteriorating liquidity

Fixed income: where we stand

Navigating Asia

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

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

Commodities & metals

The curious case of official gold demand

Our 2023 outlook for precious metals

Energy crisis: how will Europe cope?

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)

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