Insights

Oil prices have nearly doubled since the start of the coordinated attacks on Iran in February. Brent crude has risen sharply, climbing from around 60 dollars per barrel at the start of the year to around 110 dollars.

Uncertainty is a constant in markets, not an exception. What matters is how it is approached. In this edition of Insights, we consider how structure, preparation and a long-term perspective can help anchor decision-making when conditions are less predictable

Women face wider pension gaps due to part‑time work, lower pay and longer lives. Early planning, active financial management and risk awareness can improve long‑term security and independence.

February has been a month of recalibration. Growth remains resilient, central banks remain patient, and equity markets are rotating rather than reversing.

Planning for retirement early helps secure your finances and gives you the freedom to enjoy travel, hobbies or family time. These key questions can guide you

AI-driven optimism keeps markets buoyant, but stretched valuations and lingering global uncertainty remind investors to stay vigilant.

From gold’s pause to echoes of the dot-com boom, our latest podcast explores the forces shaping markets as the year nears its end.

The US dollar may not appear on our asset allocation chart, yet it plays a powerful role in shaping portfolio outcomes.

Markets have remained relatively calm despite the recent escalation in geopolitical tensions between Israel and Iran.

On the afternoon of Wednesday, April 9, President Trump announced a 90-day pause on reciprocal tariffs for countries not engaging in retaliatory measures, along with the temporary implementation of a 10% “baseline” tariff applied broadly.

In this edition of Insights, we explore the evolving dynamics of wealth transfer, focusing on how generational changes are reshaping the financial landscape.

Global stock markets have responded vigorously to the latest tariff rhetoric from the US administration, and increasingly the response from trade partners.

Today marks the official presidential inauguration of the 47th President of the United States of America. Donald Trump will become the second person to hold office in two non-consecutive terms (Stephen G. Cleveland was the other one, in 1837).

Global equities declined by 2.4% in December (USD terms), while global government bonds fell by 0.7% (USD, hedged terms).

As we approach this wonderful time, it is an opportunity to reflect and to be grateful. In the case of our investments, we are grateful that, despite having a supercharged geopolitical calendar in 2024, and concerns about slowing economic activity and the risk of Central Banks' policy missteps, we are closing the year with very healthy returns.

In recent years, scientists have claimed that ‘60 is the new 40,’ reflecting not just our ageing population but also shifting attitudes about what it means to grow older.

Industry 5.0, through AI, robotics, and big data, is set to revolutionise production, boost efficiency, and redefine customer experiences. Explores how these developments are shaping manufacturing and how businesses can seize the opportunities they present.

Donald Trump has been elected as the 47th President of the United States, marking his second term and making him one of only two presidents, alongside Grover Cleveland (in the 1890's), to serve non-consecutive terms. The election day saw a sharp market rally in response to Trump’s victory.

Global equities fell by 2.2% in October (USD terms), while global government bond returns declined by 1.2% (USD, hedged terms). Key themes included: Stock markets retreat as government bond yields surge; Economic resilience persists, with inflation modestly above target in most regions; Geopolitical risk intensifies in the Middle East, Ukraine and Taiwan.

In a rapidly evolving geopolitical landscape, financial markets are feeling the weight of numerous global challenges. In our interview with Wealth Management Switzerland's CIO, Dr. Carlos Mejia, we explore the shared concerns voiced by clients across Europe, from the impacts of the upcoming U.S. presidential election to the economic uncertainties in China and Europe.

Global equities moved higher by 2.3% in September (USD terms), while global government bonds returned 1.1% (USD, hedged terms).

The global AI market is projected to hit $407B by 2027, growing at an annual rate of 35% until 2030. To support this surge, substantial investment in data centers is essential. The challenge? Ensuring sustainable energy and resource usage in AI infrastructure.

Global equities moved higher by 2.5% in August (USD terms), while global government bonds returned 1.0% (USD, hedged terms).

Global temperatures are rising. In this Market Perspective we reflect on some of the long-term economic questions raised by climate change. We examine its recent inflationary effect and some of the practical issues we encounter when trying to invest sustainably.