Perspectives podcast: Summertime blues

Stocks and bonds haven't had a particularly pleasant summer. In the latest episode of Perspectives from Wealth Management Switzerland we discuss what we make of these developments and provide an update on the latest happenings in China.

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  • Supply chains: A quick health check

    Strategy Blog

    It’s been roughly six months since shipping disruptions in the Red Sea began, but what has been the impact on global supply chains? In this blog we take a look at the current state of play and consider whether there may be an impact on goods-related inflation.

  • Tariffs redux?

    Strategy Blog

    President Biden has raised tariffs on critical imports from China, following accusations of unfair trading practices. Falling trade barriers arguably helped foster previous spells of economic prosperity, so should investors be concerned at the return of tough tariffs?

  • Is the stock market's advance too narrow?

    Strategy Blog

    Much has been made of the ‘Magnificent Seven’ technology and AI companies that have boosted the US stock market, but should we be concerned about overconcentration? In this blog we delve into the history of major companies and ask how concentrated is too concentrated?

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