House View, October 2022
César Pérez Ruiz shares his top 3 investment themes of the month
UK: Mini budget, maxi risks
Weekly View - Interest rate blues
Weekly View – Goodbye and Thank You, Roger
Central bank pivots delayed, but still coming
Weekly View – End of an era
House View, September 2022
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
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?
Are real estate trends accelerated by the pandemic here to stay?
The Swiss equity market: not to be ignored
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: where we stand
German and Swiss sovereign bonds update
Italy government bond update
Treasury yields seen as heading down by year’s end
Aggressive pricing hurts convertible bond market
More pressure on the renminbi, less on bonds
Close to a peak?
Bond investors need to understand the volatility cycle
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
Innovation within the family business
Asia’s family offices multiply