The 6-month rally in equity markets is likely to lose momentum or even reverse if recessionary risks materialise later in 2023. Corporate earnings are likely to remain under pressure in an environment still hampered by low growth and persistent inflation. Lifted by a six month rally, current valuation s are not very attractive and do not fully reflect recession and financial instability risks. A defensive bias remains appropriate.
Corporate Social Responsibility Sustainability and accomplishment
Sustainability is also a significant component of achievement, as the role of organisations is no longer limited to the search for profitability. The desire to ...
Read More →
Corporate Gonet & Cie SA and ONE swiss bank SA are joining forces to create a leading player in Switzerland
Gonet & Cie SA and ONE swiss bank SA are pleased to announce their merger to create a leading player in wealth and asset management ...
Read More →
Macro The “red wave” sparks enthusiasm
Donald Trump's return to the White House, however, entails several risks for bond investors.
Read More →
Macro The hawks are sleepy, the vigilantes are waking up
The Federal Reserve's dovish stance and the prospect of a Donald Trump victory undermine bonds.
Read More →
Corporate Social Responsibility Sustainability and integrity
At a time when the risk of greenwashing is coming under increasing scrutiny from supervisory authorities, particularly in the financial sector, there is no denying ...
Read More →
Macro Economic data validate Fed’s plans
Defying predictions of any sort of landing, the US economy continues to fly at high altitude.
Read More →
Investment Portefeuilles indiciels : Quand la simplicité cache des défis majeurs
La gestion indicielle a conquis les investisseurs institutionnels avec ses promesses tenues d’efficacité à moindre coût, mais derrière ces bénéfices se cachent des défis souvent ...
Read More →
Macro Money rates fall, bond yields rise
The Fed's decision to start the cycle with a bold move has led to a further steepening of the yield curve.
Read More →
Corporate Social Responsibility Sustainability and determination
One of the key factors in the success of a sustainability approach is the definition of a long-term strategy, which is the result of strong ...
Read More →
Macro Nick and Greg blur the lines
Perceived as the Fed's informal transmission channels, two journalists reverse expectations
Read More →
