Global supply chains
21 Nov 2023 | Strategy blog
Geopolitical risk has risen, consumer demand remains firm, and the 're-shoring' debate has not disappeared. So, what are the latest developments in global supply chains?
21 Nov 2023 | Strategy blog
Geopolitical risk has risen, consumer demand remains firm, and the 're-shoring' debate has not disappeared. So, what are the latest developments in global supply chains?
15 Nov 2023 | Perspectives podcast
In the latest episode of our Perspectives podcast, Laura Künlen and Andreas Feller, Head Private Banking, Zurich, explore the stereotypes surrounding wealth managers, the evolution of Switzerland into a financial hub, and the reasons why this status is expected to endure.
02 Nov 2023 | Monthly Market Summary
Global equities declined by 3% in October (USD terms), alongside global government bonds which fell by 0.6% (USD, hedged terms).
02 Nov 2023 | Market Perspective
Money and bond markets suggest interest rates are about to plateau. But has groupthink affected our expectations? In this Market Perspective we ask what investors can do about bias. Plus, we examine the latest inflation figures.
17 Oct 2023 | Private Markets
As a complement to public equity, private markets have evolved significantly in recent decades and their popularity continues to grow.
27 Sep 2023 | Mosaique Insights
Featuring an interview with our Front Office Heads in Geneva and Zurich, Gabriel Gascon and Andreas Feller, the 12th edition of Mosaique Insights takes a closer look at private banking, an industry that has experienced significant transformations in recent years, and explores how we can assist our clients in navigating complex market environments. Additionally, we shed light on the asset class of private markets and take you on a trip to the United States with our equity research team.
13 Sep 2023 | Investment Views
Psychiatrist and explorer Dr. Bertrand Piccard made aviation history with his successive non-stop around the globe flights in a balloon and a solar airplane. In our interview, we trace back his aeronautic firsts, discuss the importance of perseverance and make the case for Switzerland's investment opportunities, as a country rife with high-tech innovation.
21 Jun 2023 | Thematic Insights
Water is one of the most precious resources, and it is likely to become a lot scarcer. To counteract this problem, there is an urgent need for investment in research, installation, and modernisation of the water supply infrastructure - and for companies that develop innovative solutions. So, what companies address this issue while offering opportunities for investors?
Also available in German & French
18 Apr 2023 | Investment Views
Family businesses are the backbone of the global economy and have been firmly rooted in society for centuries.
In our latest Investment Views, we explore the secrets to the success of family businesses and highlight one inspiring example of a family-owned company which can look back on a 128-year history.
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