Wealth Insights

Latest articles

Swift and insightful communications underpinned our business' success in the early 1800's. This rich history of correspondence continues.

View our series

Strategy blog

19 May 2022 | Strategy blog

On May 18th 2022, the US stock market had its biggest one-day fall since mid-2020, falling by 4%. That close was (just) a new low for the year, leaving the S&P500 index down 18% in 2022.


The Great Illusion

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. 

Market Summary April

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

Macro update

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.  

Mosaique Insights

11 Apr 2022 | Mosaique Insights

In the 8th 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.


Mosaique Views asset allocation

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

Market Summary March

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)


Magic in the warehouse

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.

Real Estate: What is the outlook?

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.


Market Perspective

Subscribe to receive regular editions of our Market Perspective via the button below.

How can we help you?

Please contact us if you have any questions, we look forward to hearing from you.

For information and marketing purposes only