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  • Proxy Season 2022 - An overview

    Publications

    The 2022 proxy season has been a busy one. After several years of being relatively stagnant, the number of shareholder proposals that went to a vote at Russell 3000 companies increased significantly to 555, a 25% increase over the last year.

  • Market Perspective - The butterfly's wings

    Market Commentary

    Is the collapse of Silicon Valley Bank (SVB) —and other recent banking system events—the butterfly that will cause a financial tornado? This edition of Market Perspective provides an update on the banking system and how inflation is continuing to moderate, albeit patchily.

    Kevin Gardiner, Victor Balfour, Anthony Abrahamian

  • Perspectives Podcast: The Butterfly's Wings

    Market Perspective

    Few would have predicted recent tumultuous events in the banking sector. In the latest episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour provide an update on the banking sector and discuss what this means for investors.

    Laura Künlen, Victor Balfour, Kevin Gardiner

  • Strategy blog: The return of bank risk?

    Publications

    As focus shifts from the collapse of Silicon Valley Bank last week to the solvency Credit Suisse, central bank interventions have soothed fears of the contagion spreading. In this strategy blog our team analyses why our overall risk appetite remains unchanged.

    Victor Balfour

  • Strategy blog: Banking stress containable

    Publications

    Idiosyncratic headwinds compounded by losses on its treasury and mortgage-backed security portfolio lead to the collapse of Silicon Valley Bank. Are there signs of contagion? In this Strategy blog, we analyse the situation around the collapse and consider further risks.

    Kevin Gardiner, Victor Balfour, Anthony Abrahamian

  • Asset Management Europe: Monthly Macro Insights - March 2023

    Market Commentary

    Despite cautious central bank communication about the policy outlook, particularly in view of the persistent strength of labour markets, investors were expecting rate cuts in the second half of 2023 amid a fall in global inflation. Yet, recent macroeconomic data has poured cold water on their quick disinflation sanguine view.

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