Skip to main content

Global Advisory

Expert M&A and capital markets advice

Wealth Management

A long-term perspective to help private clients preserve and grow their wealth

Asset Management

Global investment solutions and services to institutional clients, financial intermediaries and independent financial advisers

Five Arrows

Our alternative assets arm, managing funds dedicated to private equity and private debt

About us

Over 200 years at the centre of the world's financial markets

Careers

A company of opportunity, entrepreneurialism and growth

Location & language

Select Region Select Language

A mid-year review with our CIO and Global Investment Strategist

Published

As we pass the mid-year mark, it’s time to reflect on an eventful first half of 2024. Despite a rocky start for stocks and bonds, we’ve seen a strong second quarter for financial markets.

In the latest Perspectives podcast from our Swiss wealth management business, Laura Künlen sits down with CIO Dr. Carlos Mejia and Global Investment Strategist Kevin Gardiner to explore key macroeconomic developments and the performance of our strategies. They provide insights into the outlook for the remainder of 2024, highlighting the continued decline in inflation and ongoing economic growth. Finally, they review the wide-ranging impact of artificial intelligence and the "Magnificent Seven".

Are these trends here to stay?

Subscribe to Perspectives on Apple Podcasts and Spotify. 

Recorded on July 17th 2024

Read more articles

Asset Management: Monthly Macro Insights - September 2026

Investments linked to artificial intelligence continue to support global growth, but they are also contributing to a sustained rise in long-term interest rates. At the same time, geopolitical tensions and uncertainty surrounding the Federal Reserve’s communication are maintaining a more fragile economic environment.

 Back to the future

In recent years, Artificial Intelligence (AI) has taken centre stage, fuelled by spectacular promises and applications that are now very much a reality. We have already noted on several occasions that this revolution is underpinned by less visible building blocks, such as strategic metals, data centres and electricity grids. Recent developments invite us to broaden that perspective even further.

 Corporate cash: the decision

Many business owners accumulate cash without a clear strategy. By separating operational, reserve and surplus capital, businesses can improve resilience, reduce concentration risk, manage tax considerations more effectively, and ensure excess cash supports longer-term business and personal objectives.