Market Commentary
Insights: Issue 13 | Spring 2024 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.
Market Perspective
Despite geopolitical tensions and shifting expectations of interest rate cuts, financial markets have been remarkably resilient. In this Market Perspective, we discuss the 'higher for longer' monetary policy and assess the importance of mounting US government debt.
Strategy Blog
The events of the last couple of years have dramatically increased the geopolitical temperature, shifting the political discourse in favour of security. In this blog we examine the evolving nature of defence and military equipment, and what it could mean for investors.
Perspectives podcast
The Swiss National Bank's decision to reduce interest rates came as a surprise to the market. Join our Global Investment Strategists to decode central banks' moves, unravel oil market dynamics, and track gold and bitcoin prices.
Strategy Blog
Earnings growth is rising in the United States, suggesting the market could have passed a turning point. Ahead of the release of first quarter earnings figures, we consider what this means for investors and examine how earnings expectations can be fallible.
Monthly Market Summary
Global equities continued their upswing, rising by 3.1% in March (USD terms), while government bonds were also up by 0.7% (USD, hedged terms).
Investment Views
The Next Generation represents a dynamic force, especially in the realm of philanthropy, where innovative approaches are essential for driving positive transformations. Find out what is next for philanthropy.
Private markets
Today, private debt has become a must-have alternative to bank loans for intermediate-size companies, and especially those interested in consolidating their market position and needing to use their cash to fund acquisitions.
Thematic Insights
Every day, fresh ransomware assaults make headlines. The average nine-month timeframe to detect security incidents underscores the critical need for swift action to prevent or mitigate damages.
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