Wealth Insights

Latest articles

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

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Market volatility

15 June 2022 | Strategy blog

Daily movements of 3-4% in the big stock market indices are unsettling even to experienced investors.

 

One fine stay

14 Jun 2022 I Investment Views

An interview with Olivier Lefebvre, the CEO of Cheval Blanc, in which we discuss what it takes to build a sustainable best-in-class luxury brand, the opening of the group's latest hotel in Paris as well as lessons learnt during the Covid-19 Pandemic.

Asset allocation (June/July 2022)

08 Jun 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. 

 

FR I DE

Market Summary May

2 Jun 2022 | Monthly Market Summary

Capital markets were volatile through May. After the longest series of weekly losses for major equity indices since 2001, equities recovered by month-end, while regional bond yields diverged.

 
DE | FR | ES

Peak house prices?

31 May 2022 | Strategy Blog

With house prices across the developed market rising, we look at the factors which have supported real estate as an asset class and ask what investors should look out for.

 

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).

FR | DE ES

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.

 

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.

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