Últimas noticias y análisis

Donald Trump has been elected as the 47th President of the United States, marking his second term and making him one of only two presidents, alongside Grover Cleveland (in the 1890's), to serve non-consecutive terms. The election day saw a sharp market rally in response to Trump’s victory.

The long-awaited Budget, the first ever by a female Chancellor and the first by a Labour government in 14 years, has finally been delivered. In this note, we summarise the key tax changes for individuals from the 2024 October Budget and consider the impact on taxpayers.

The Budget confirmed very significant changes to the taxation of ‘non-doms’, arguably the biggest in personal taxation for over 200 years. In this note we summarise the proposed new rules and the key areas in which they are likely to have an impact.

La renta variable mundial cayó un 2,2% en octubre (en USD), mientras que la rentabilidad de los bonos gubernamentales globales descendió un 1.2% (en USD, con cobertura).

In a rapidly evolving geopolitical landscape, financial markets are feeling the weight of numerous global challenges. In our interview with Wealth Management Switzerland's CIO, Dr. Carlos Mejia, we explore the shared concerns voiced by clients across Europe, from the impacts of the upcoming U.S. presidential election to the economic uncertainties in China and Europe.

Senior hire strengthens the firm’s global equities business and further expands the Global Advisory business in Europe.

This issue of Insights centres on the U.S. in light of its upcoming elections, featuring insights from our Chief Investment Officer and analyses from our Global Investment Strategist and Fixed Income team. We also share findings from a recent U.S. road trip, explore the potential of robotics, and discuss the evolving U.S.-Swiss relationship.

We are now entering the final act of this dramatic 60th presidential election. The polls are too close to call, yet the candidates’ positions could hardly be more polarised. In this election essay we examine the potential economic repercussions of the upcoming vote.

In October’s edition, we look at the details of OpenAI’s recent $6.6bn raise, who invested and who didn’t, at the financials and at the state of OpenAI as its mission shifts awy from capped profit status. Meanwhile global VC fundraising in Q3 was twice the level of Q1 and September was a robust month for VC backed company raises on both sides of the Atlantic.

The global economy grapples with a faltering goods sector and higher geopolitical risks. Nonetheless, investors remain confident that an accelerated policy easing would interact with supportive financial conditions to safeguard the resilience of the global economy, especially since China recently announced a coordinated set of monetary and fiscal measures.

We know that every entrepreneurial journey is different, but there are lessons that all founders can learn from each other. In this series of video interviews, we asked the founders of three successful companies to share their experiences and offer practical advice.

La renta variable mundial subió un 2,3% en septiembre (en USD), mientras que la deuda pública mundial se revalorizó un 1,1% (en USD, con cobertura).