Wealth Insights

12 May 2022 | Strategy video blog

Discussing the big picture and the "Great Illusion", the correlation between inflation and commodity prices as well as monetary policy risks and their consequences for our asset allocation. 

3 May 2022 | Monthly Market Summary

In April, investor sentiment deteriorated as the prospect of even tighter monetary policy moved into focus. Global equities lost 8.0% over the month (in USD terms), while global investment grade bonds fell 4.2% (in USD).
 
DE | FR | ES

14 Apr 2022 | Strategy Blog

From geo-political tension to monetary policy moves, our strategists look at the latest macro-economic and market picture as of mid-April 2022.  

11 Apr 2022 | Mosaique Insights

In the 8^th edition of Mosaique Insights, we take a closer look at the myriad of factors at play in the world economy right now as well as behavioural finance. To make sense of recent geo-political events, this edition features guest interviews on the topics of sanctions in times of war and a look at Europe's energy conundrum.

06 Apr 2022 | Mosaique Views

Explaining our current positioning by asset class, region and sector, our Mosaique Views publication is primarily for Clients and sets out the reasons for our latest tactical asset allocation. Click here to read a short exert from our Chief Investment Officer and Global Investment Strategist.

FR | DE | ES

5 Apr 2022 | Monthly Market Summary

Capital markets fluctuated heavily as investors digested economic and geopolitical risks: Global equities rose 2.1% (in USD terms), while global investment grade bonds fell 2.2% (in USD)

FR | DE | ES

31 Mar 2022 | Company Insights

111.6 million members worldwide hold a Costco membership card, various social media accounts are devoted to Costco and at least one couple got married at Costco. This level of enthusiasm for a grocery company may seem odd - unless you are a Costco member. So, what makes Costco so special?

Also available in German & French.

25 Mar 2022 | Private Market Series

With the pandemic causing major shifts in the real estate market, we look at how different real estate sub-sectors have performed and where investors can look for returns.

FR | DE

15 Mar 2022 | Business with humanity

Investors are increasingly calling for businesses to underpin long-term ESG commitments with shorter-term goals, direct board oversight and transparent reporting frameworks. With this in mind the 2022 proxy-voting season is shaping up to be an especially active one.