Insights

  • Q2 2024: Potential further upswing in certain sectors

    Einblicke

    In our latest "Einblicke", we take a look at the past months and forward to the coming quarter. We also show how our wealth management offering is positioned in the current environment.

  • Few US stocks drive global markets

    Monthly Market Summary

    US mega-cap names led a narrowly-focused advance in June's stock markets while president Macron’s snap election announcement added uncertainty to European markets.

  • Sportonomics and the winners away from the arena

    Thematic Insights

    The Olympic motto 'citius, altius, fortius' - faster, higher, stronger - reflects the sport industry's rapid evolution. Younger generations are redefining their engagement with athletes and sports, driven by new technologies.

  • Stocks retrace April’s losses

    Monthly Market Summary

    In May, global equities rose by 4.1%, recovering April's losses, while government bonds gained 0.5%. Despite high bond yields, the Fed signaled cautious easing. Geopolitical tensions persisted in the Middle East, Ukraine, and Taiwan. Discover more in our Monthly Market Summary.

  • Market sentiment sours in April

    Monthly Market Summary

    Global equities declined by 3.3% in April (USD terms), alongside government bonds which fell by 1.5% (USD, hedged terms).

  • Insights Issue 13 - Spring Edition

    Mosaique Insights

    Delve into strategic portfolio construction, market insights, the rationale behind high-yield bonds, retirement planning, thematic investing, and more in Issue 13 of Mosaique Insights.

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