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.
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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