Weekly house view | Hawkish Fed Pause Expected
Treasury yields could drop back, but remain structurally higher
China’s economy could stabilise
Weekly house view | Detroit on strike ?
Positive on local-currency EM bonds
China: no systemic financial risk, but lower long-term growth
Monthly house view | September 2023
Weekly house view | Goldilocks again ?
US macro update
Weekly house view | Never surrender
Weekly house view | Italian bank taxes, yes and no
Becoming more upbeat about the euro periphery
The biotech firm building the drug-hunting factory of the future
With her climate-tech venture Sweep, Rachel Delacour has no time to lose
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
The curious case of official gold demand
Our 2023 outlook for precious metals
Energy crisis: how will Europe cope?
Switzerland’s energy vulnerability
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)