ONE HUB
News and Views for Institutional, Professional & Private Investors
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- All
- AI
- Corporate
- Corporate Social Responsibility
- Crypto
- High Yield
- Investment
- Macro
- Quantitative
Macro Neither too hot nor too cold, but precarious
Wall Street's enthusiasm following the publication of satisfactory inflation figures is overdone.
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Macro Caramba, another miss (except in Switzerland)!
After a sharp correction in December, bonds have delivered disappointing annual returns in 2024.
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Corporate Happy Holidays 2024 🌟
✨ Christmas magic is in the air! It's that time of year again when we feel like kids, full of joy and wonder when unwrapping ...
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Macro Goldilocks extends its holiday in the USA
A mild labour market and friendly central bankers reinforce the prevailing optimism.
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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 ...
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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 ...
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Macro The “red wave” sparks enthusiasm
Donald Trump's return to the White House, however, entails several risks for bond investors.
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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.
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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 ...
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Macro Economic data validate Fed’s plans
Defying predictions of any sort of landing, the US economy continues to fly at high altitude.
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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 ...
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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.
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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 ...
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Macro Nick and Greg blur the lines
Perceived as the Fed's informal transmission channels, two journalists reverse expectations
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Macro Goldilocks is alive and kicking
US macroeconomic environment still too favourable to justify large and rapid rate cuts.
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Macro Silent approval or wrong signal?
Jerome Powell made no attempt to contradict expectations of rapid and large interest rate cuts.
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Corporate Social Responsibility Sustainability and agility
Being agile means knowing how to react quickly and efficiently to change, while limiting the negative impacts.
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Macro The fire is out, but uncertainty remains
Expectations of rapid and substantial cuts by the US Federal Reserve remain questionable.
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Macro When panic overturns euphoria…
Investors' pathological mimetism sometimes leads to dramatic regime changes.
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Corporate Social Responsibility Sustainability and entrepreneurship
We are deeply convinced that every employee can be a source of ideas. That's why we don't talk about job descriptions and specifications, but about ...
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Macro Investors welcome US indicators
Economic developments in the United States confirm the prospect of a rate cut.
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Macro Political risk grows in the West
In the USA as in France, a hung parliament should not upset investors too much.
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Corporate Social Responsibility Sustainability: a nightmare for SMEs?
Sustainability has become a major issue for companies of all sizes. In Switzerland, where SMEs account for 99.7% of the economy, the question is how ...
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Macro When data outweighs central bankers
Falling inflation in the USA leads to a sharp drop in yields on Western markets.
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Macro A small move before the summer break
Recent economic data do not support an aggressive cut in ECB-controlled interest rates.
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Macro The calm before a potential storm
April's US inflation figures, which were worryingly sticky in the first quarter, are particularly important.
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Macro Should we celebrate bad news?
Wall Street and the bond market welcome the emergence of many signs of cooling.
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Macro The prospect of higher rates forever
Government bond yields stabilise, but a major monetary policy reversal remains unlikely.
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Corporate Social Responsibility 2023 SUSTAINABILITY REPORT
After our recent delisting, we remain sincerely committed to transparency and to continuing our efforts to progress on environmental, social and governance (ESG) matters.
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Macro Powell capitulates under the weight of evidence
Persistent inflationary pressures call for patience from the Fed, but a rate hike remains unlikely.
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Macro After three misses, the Fed has a problem
Evidence of persistent inflationary pressures in the US is pushing government bond yields higher.
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Corporate 
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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Macro No shock, no rapid rate cuts
Governor Christopher Waller's message was only partially received by investors.
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Macro Should we expect the Fed to pivot in March?
The rapid and large rate cuts priced in by Fed funds rate futures appear unlikely.
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Macro The 2024 bond vintage is overpriced
The bright prospects sold by some strategists are undermined by the surge at the end of 2023.
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Macro A dovish Powell reinforces prevailing optimism
But his New York colleague John Williams and European central bankers appear less conciliatory.
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Corporate Bye Bye 2023
As the year draws to a close, we would like to extend our warmest wishes to you and your loved ONEs.
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Macro The weight of words, the shock of data
By focusing on "incoming data", the Fed and ECB have reduced the impact of their words.
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Macro T-Notes at rock-bottom prices are sold out
The collapse of US dollar long-term yields in November is an invitation to opportunistic "profit-taking".
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Corporate Approval of delisting of ONE shares
Approval of delisting of ONE swiss bank SA's registered shares from SIX Swiss Exchange.
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Macro Central bankers are in no hurry
Cautious monetary authorities reaffirm their determination to curb inflation sustainably.
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