Bank of Japan, Japanese government bonds and yen
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 | 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
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?
Commodities & metals
Don’t write off gold
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)