Perspectives podcast: The status quo of the economy
The recent stress in the banking sector seems to have abated but there remain many questions. In the latest episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour share their latest thinking on the economic backdrop and what this means for the markets.
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SpaceX: Infinity and beyond?
Strategy Blog
Markets are preparing for a wave of megacap IPOs led by SpaceX, amid strong AI-driven optimism. While liquidity should absorb issuance comfortably, questions remain around valuations, passive investing, concentration risk and index influence.
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Macro thoughts on the Swiss referendum
Strategy Blog
Switzerland’s upcoming referendum to cap population at 10 million may tighten migration and risk EU ties, but economic impact likely limited, with living standards, markets and growth resilient over time.
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Another debt ratio observation
Strategy Blog
CBO long-term US debt projections have improved since 2021 due to small assumption changes, highlighting forecast sensitivity, while rising bond yields reflect inflation and interest rate dynamics, not fiscal concerns.
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Resilience under pressure - A conversation with Nino Niederreiter
Insights
In elite sport, as in investing, long-term success is rarely decided by single moments. What matters more are discipline, focus, and the ability to remain calm under pressure.
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The new world order of industrial metals
Investment Strategy
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Inflation, stock valuations, AI FAQs
Market Perspective
Global markets remain resilient despite geopolitical tension and rising energy prices, supported by strong earnings and AI-driven optimism. However, elevated valuations, uneven sector dynamics and evolving inflation risks reinforce the importance of disciplined, long-term positioning within an uncertain macroeconomic environment.