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Alex Kuhn: “«Le troisième tiers cotisant va devenir de plus en plus déterminant pour les caisses de pension”

Dynagest by ONE: 30 ans à se concentrer sur la gestion des risques de marchés pour des investisseurs institutionnels. Alexandre Kuhn, l’un de ses fondateurs, revient sur cette belle aventure promise encore à quelques prolongements.

Article publié dans SPHERE Magazine en versions française et allemande.

Macro

The odds in favor of a soft landing are increasing

Recent developments support hopes of a return to price stability without the pain of recession.
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Corporate

Results of the Extraordinary General Meeting of 16 November 2023

The shareholders of ONE swiss bank SA have largely approved the two agenda items put to a vote at today’s Extraordinary General Meeting.
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Macro

It’s high time to wait and see

Without getting too assertive, a cautious Jerome Powell cooled hopes of a rapid monetary turnaround.
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Macro

Full reversion

The FOMC, many symptoms of economic slowdown and the Treasury trigger a sharp fall in dollar yields.
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Macro

Choose your side, comrade investor

Should we be alarmed or pleased by the sharp upturn in bond yields? Some food for thought.
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Macro

The price to pay for a soft landing

The painful correction in US dollar bonds is mainly driven by a welcome rebound in "real" yields.
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Macro

Three pauses and plenty of uncertainty

Like the Fed, the Bank of England and the SNB are exercising restraint until the situation becomes clearer.
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Macro

The ECB enters uncharted territory

Compulsive and continuous interest rate hikes could give way to a long period of inaction.
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Macro

The focus is shifting to Frankfurt

Despite persisting inflation, weaker economic conditions should prompt the ECB to adopt a cautious stance.
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Macro

Neither too hot nor too cold (for now)

Recent mixed indicators are still compatible with a "soft landing" for the US economy.
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