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Perspectives podcast
On "Liberation Day", 2 April 2025, new US tariffs sparked significant market declines and increased global economic uncertainty.
Strategy Blog
New US tariffs are starting to weigh on corporate earnings expectations. While markets reacted swiftly, analyst forecasts may take longer to fully adjust.
The US dollar has weakened recently, but its global dominance remains intact.Market fundamentals—not short-term politics—will shape its future path.
CIO Lens
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.
Carlos Mejia
In uncertain markets, patience pays off. Staying invested and avoiding impulsive decisions can help protect long-term goals.
Insights
In this edition of Insights, we explore the evolving dynamics of wealth transfer, focusing on how generational changes are reshaping the financial landscape.
Laurent Gagnebin
Another day, another milestone. It feels like we are hurtling towards an all-out trade war.
Global stock markets have responded vigorously to the latest tariff rhetoric from the US administration, and increasingly the response from trade partners.
Monthly Market Summary
Global equities declined by 0.6% in February (USD terms), though global government bonds returned 1.0% (USD, hedged terms).
Donald Trump: "There'll be a little disturbance, but we're okay with that". Speech to a joint session of congress, 4th March 2025.
Something momentous has just happened in Germany: the sick man of Europe is about to get a fiscal shot to the arm.
Markets have been shifting in the past few weeks, raising key questions for investors.
In the latest edition of Perspectives, we speak with Dean Lush, Executive Vice Chair
Market Perspective
In this scorecard we attempt to put the big countries’ macroeconomic performance into some sort of objective perspective.
Despite widespread concerns about the European economy, European equities have started the year on a strong note — even outperforming the US market. While investors remain cautious, there are signs of underlying optimism.
With European stocks outperforming US equities so far in 2025, is the tide turning in global markets?
Quick thoughts on two pressing political issues: yesterday’s federal election in Germany, and the Trump/Ukraine situation.
Donald Trump is playing the media like fish on a line. Hopelessly hooked on easy copy, they have to follow his every twist and turn, flip-flopping this way and that, not seeing where they have been or where they are going.
Investment Views
When discussing longevity, the emphasis often falls on the fascinating scientific and societal aspects – innovations that could enable individuals to reach the age of 150 or even 250 years.
News Article
Corporate
In terms of politics generally, we're seeing a wave of populism on both sides of the Atlantic at the moment. How do we make sense of that?
Jürg Kramis
Setting Trump and tariffs aside for a moment… We’re facing a new year, but some familiar concerns.
Global equities rose by 3.4% in January (USD terms), while global government bonds returned 0.3% (USD, hedged terms).
“I aim very high, and then I just keep pushing and pushing and pushing to get what I’m after.” - Donald J. Trump
In this episode of our Perspectives podcast, Laura Künlen is joined by CIO Dr. Carlos Mejia and Global Investment Strategist Kevin Gardiner to review last year’s macro market and portfolio performance. They reflect on a year marked by resilient economic growth amid geopolitical tensions, the strong performance of gold, and the political upheaval that shaped global markets.
President Trump wants a weaker dollar to 'Make America Great Again'. However, the current strong dollar reflects the US's economic strength and investor confidence. In this strategy blog we evaluate the reasons behind Trump's ideology.
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).
Business with humanity
Global equities declined by 2.4% in December (USD terms), while global government bonds fell by 0.7% (USD, hedged terms).
2024 saw friendly economics with falling interest rates. US stocks outperformed the rest of the world. Trump's imminent return influenced market sentiment. Bonds fluctuated amid interest rate changes, and the US dollar strengthened significantly.
Victor Balfour, Anthony Abrahamian
Brutal geopolitics and gentle economics passed this year like two ships in the night, with portfolios following in the wake of the latter. After healthy returns in 2024, we now look ahead to 2025 with unusually equivocal views on the big three assets.
Kevin Gardiner
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