Actualités.

We look at how Swiss economic developments could shape the year ahead, including SNB monetary policy and investments in corporate bonds.

Mario Draghi may soon bid farewell to the ECB, but QE appears here to stay. The bank unveiled a broad package of policy measures aimed at re-anchoring inflation expectations.

A vast increase in sustainable finance is still required in 2020, to meet the goals of the Paris Climate Agreement.

Our Alternatives team constructs highly-bespoke strategies that are naturally, structurally convex while also featuring limited or no negative cost of carry. 

Climate change has immediate economic and financial implications and is here to stay – and we must be responsive to it through mitigation and adaptation efforts.

We see global monetary policy stimulus due to a slowdown in growth.  Trade news flow seems out of synch with central banks.

A discussion of how populism is shaping key Eurozone institutions, and the potential impact on ECB succession and policy.

The sustainability revolution is underway and we believe it is the largest investment driver in recent history. Companies which are not able, or willing, to adapt risk being left behind.

As Asian borrowers increasingly tap into the hard currency debt markets, opportunities are multiplying in corporate bonds. We believe global credit investors should build a dedicated allocation to Asian credit.

The older generation are growing wealthier. This presents a number of compelling investment opportunities in the consumer discretionary space.

Dr Stephan Sigrist is the founder and head of W.I.R.E., a leading interdisciplinary think tank. He recently led the panel discussion on Megatrends. 

The growth of renewable and low carbon energy is an important means of mitigating climate change. However, massive flows of finance are needed to accelerate renewable energy investments.

LOIM investment strategies aim to deliver asymmetric returns and are united in their goal of maximizing positive convexity for good value. 

Companies with a sustainable and prestigious brand have the potential to generate sustainable returns, outperform their peers and enjoy long-term capital growth.

The sustainability revolution is underway and we believe it is the largest investment driver in recent history. Companies which are not able, or willing, to adapt risk being left behind.

Rising inequality has been an important factor in the rise in populism. It's time to rethink central banks’ function to reflect Behavioral Macroeconomics.

Watch the replay of our “Green Room | How to transform the plastic value chain?” webinar with Michael Urban and Victoire Carous.

We continue to expect cliff-edge effects of Brexit. The most important development is the EU judgement that the UK can now unilaterally withdraw Article 50.

The overall sentiment at this year’s J. P. Morgan healthcare conference in San Francisco was, in our view, quietly positive, in stark contrast to the previous year where the excitement was much more palpable. 

An ageing population presents a number of challenges, including when it comes to basic necessities such as housing. This situation also presents a variety of investment opportunities.

We expect the Swiss economy to echo the deterioration seen in the Eurozone, with some caveats. The Swiss National Bank is expected to keep interest rates steady.

The Federal Reserve cut interest rates for the first time since 2008 on Wednesday. Federal Reserve Chair Powell may have some lessons to learn from the ECB.

The sustainability of a portfolio is only as good as the data and analysis it is built on. 
In today’s world, the availability of data, and our ability to use it to inform investment decisions, is evolving rapidly.