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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.

Corporate

2023 ANNUAL REPORT

ONE swiss bank SA publishes its 2023 Annual Report.
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Macro

The monetary hawk, an endangered species

Increasing central bank dovishness pushed US and European government bond yields lower.
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Macro

“Higher for longer”, the sequel

Recent events are likely to confirm the FOMC's wait-and-see stance, which is not without its dangers.
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Macro

Will two doves make a summer?

Friendly comments by Jerome Powell and Christine Lagarde foreshadow first interest rate cuts in June.
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Macro

Wall Street peaks, but the economy falters

Recent, but not yet conclusive, indicators point to a deterioration in the US economy.
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Macro

The Fed and the ECB are in no hurry

The US central bank's patience is fully justified, but the ECB's wait-and-see attitude is questionable.
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Macro

Renewed realism and healthy correction

Investors have reassessed the prospects for interest rate cuts amid sticky US “core” inflation.
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Corporate

H2 and Full-Year 2023 Financial Results

2023 was another successful year for ONE swiss bank SA, brimming with achievements and culminating in healthy financial results.
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Macro

The Fed’s pivot? Not before May 1st

Powell's comments and the strength of the US economy invite investors to be patient.
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Macro

The prevailing optimism is not irrational

Recent macroeconomic indicators validate hopes of a “soft landing” for the USA.
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