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    Four bullish charts you need to see before your summer vacation
    global perspectives Asset Managment
    global perspectives Asset Managment Institutional Consultants DB DC Insurance Official institutions Investment strategies Multi-asset All roads Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers

    Four bullish charts you need to see before your summer vacation

    Markets may be pessimistic at present but fundamental, sentiment and valuation signals may provide a glimpse of positivity.

    The end of combustion engines, melting glaciers and Africa’s biodiversity crisis
    global perspectives Asset Managment
    global perspectives Asset Managment Institutional Consultants DB DC Insurance Official institutions Themes Sustainability Net Zero Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers

    The end of combustion engines, melting glaciers and Africa’s biodiversity crisis

    What major sustainability news from the policy, corporate and financial worlds in recent weeks mattered to investors? Here, we review the top headlines from the past month.

    The macro drivers wagging the correlation tail
    investment viewpoints Asset Managment
    investment viewpoints Asset Managment Institutional Consultants DB DC Insurance Official institutions Investment strategies Multi-asset All roads Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers Macro

    The macro drivers wagging the correlation tail

    Intra-day data shows equity-bond correlation has surged this year on monetary policy tightening. But what will it take for this correlation to normalise? 

    The case for active investing in Swiss bonds
    investment viewpoints Asset Managment
    investment viewpoints Asset Managment Institutional Consultants DB DC Insurance Official institutions Investment strategies Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers Fixed Income Swiss Franc bonds

    The case for active investing in Swiss bonds

    Unique nature of the Swiss bond market increases the opportunities for successful active investment strategies. 

    La stretta sui tassi non è l’unica sorpresa della BNS
    global perspectives Asset Managment
    global perspectives Asset Managment Institutional Consultants DB DC Insurance Official institutions Investment strategies Fixed Income Swiss Franc bonds Themes Sustainability Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers

    La stretta sui tassi non è l’unica sorpresa della BNS

    Ora che è scesa in campo nella lotta all’inflazione con un rialzo dei tassi di 50 pb, quale percorso di normalizzazione della politica monetaria ci si può aspettare dalla Banca nazionale svizzera (BNS)?

    Una nuova emergenza: energia pulita e adattamento
    investment viewpoints Asset Managment
    investment viewpoints Asset Managment Institutional Consultants DB DC Insurance Official institutions Investment strategies Equities Climate Transition Macro Themes Sustainability Climate change Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers

    Una nuova emergenza: energia pulita e adattamento

    I recenti avvenimenti rafforzano le argomentazioni a favore della transizione energetica e dell’adattamento al cambiamento climatico: in che modo gli investitori possono rendere i propri portafogli a prova di futuro?

    CIO views: finding silver linings in bearish markets
    investment viewpoints Asset Managment
    investment viewpoints Asset Managment Fixed Income Convertibles Investment strategies Equities Alternatives. DC DB Banks Wholesale Multi-asset Official institutions Third party asset managers Geronne Independants Institutional Consultants Insurance Fund of funds Endowments

    CIO views: finding silver linings in bearish markets

    As bearish sentiment grips, our CIOs consider areas of value arising from overly pessimistic market dislocations.

    Cubetti di ghiaccio, tizzoni ardenti e la strada verso lo zero netto: episodio 4
    LOIM tube Sustainability
    LOIM tube Sustainability Asset Managment Themes Fixed Income Investment strategies Equities Climate bonds DC DB Banks Wholesale Official institutions Third party asset managers Geronne Independants Institutional Consultants Insurance Fund of funds Endowments Climate Transition Climate change

    Cubetti di ghiaccio, tizzoni ardenti e la strada verso lo zero netto: episodio 4

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    L’ultimo episodio della nostra serie di podcast sui cubetti di ghiaccio, i tizzoni ardenti e la strada verso lo zero netto è dedicato al futuro della transizione climatica.