Nachrichten und Einblicke

The Budget confirmed very significant changes to the taxation of ‘non-doms’, arguably the biggest in personal taxation for over 200 years. In this note we summarise the proposed new rules and the key areas in which they are likely to have an impact.

Globale Aktien fielen im Oktober um 2,2 % (in USD), während die Renditen globaler Staatsanleihen um 1,2 % zurückgingen (in USD, gesichert).

In a rapidly evolving geopolitical landscape, financial markets are feeling the weight of numerous global challenges. In our interview with Wealth Management Switzerland's CIO, Dr. Carlos Mejia, we explore the shared concerns voiced by clients across Europe, from the impacts of the upcoming U.S. presidential election to the economic uncertainties in China and Europe.

Senior hire strengthens the firm’s global equities business and further expands the Global Advisory business in Europe.

Diese Ausgabe von Insights befasst sich mit den USA vor dem Hintergrund der bevorstehenden Wahlen und enthält Erkenntnisse unseres Chief Investment Officer sowie Analysen unseres Global Investment Strategist und Fixed Income Teams. Ausserdem berichten wir über eine kürzlich durchgeführte Reise in die USA, erkunden das Potenzial der Robotik und diskutieren die sich entwickelnden Beziehungen zwischen den USA und der Schweiz.

We are now entering the final act of this dramatic 60th presidential election. The polls are too close to call, yet the candidates’ positions could hardly be more polarised. In this election essay we examine the potential economic repercussions of the upcoming vote.

In October’s edition, we look at the details of OpenAI’s recent $6.6bn raise, who invested and who didn’t, at the financials and at the state of OpenAI as its mission shifts awy from capped profit status. Meanwhile global VC fundraising in Q3 was twice the level of Q1 and September was a robust month for VC backed company raises on both sides of the Atlantic.

Der Leiter des deutschen Portfoliomanagements bei Rothschild & Co, Christian Schwab, befürwortet eine vernünftige Aktienquote in Kundenportfolien.

Die Fed setzt klare Zeichen: Die ersten 50 Basispunkte markieren nur den Anfang

Nach einem Mini-Crash im August, ausgelöst durch den Yen-Carry-Trade, setzten die internationalen Aktienmärkte ihre Aufwärtsbewegung fort.

US-Notenbank senkt Zinsen erstmals seit der Pandemie – Märkte reagieren positiv

The global economy grapples with a faltering goods sector and higher geopolitical risks. Nonetheless, investors remain confident that an accelerated policy easing would interact with supportive financial conditions to safeguard the resilience of the global economy, especially since China recently announced a coordinated set of monetary and fiscal measures.