Aller au contenu

ONE HUB

News and Views for Institutional, Professional & Private Investors

  • All
  • AI
  • Corporate
  • Corporate Social Responsibility
  • Crypto
  • Investment
  • Macro
  • Quantitative
All
  • All
  • AI
  • Corporate
  • Corporate Social Responsibility
  • Crypto
  • Investment
  • Macro
  • Quantitative
Corporate

Les banques privées Gonet & Cie SA et ONE swiss bank SA joignent leurs forces et créent un acteur de premier plan en Suisse

Gonet & Cie SA et ONE swiss bank SA ont le plaisir d’annoncer leur rapprochement pour donner naissance à un acteur de premier plan dans ...
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

Durabilité et intégrité

Dans un contexte où le risque d’écoblanchiment est de plus en plus scruté par les autorités de surveillance, notamment au sein du secteur financier, nul ...
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

Les taux baissent, les rendements s’élèvent

La décision de la Fed d’entamer le cycle par un geste audacieux a fragilisé les emprunts à long terme.
Read More →
Corporate Social Responsibility

Durabilité et détermination

L’un des facteurs-clés de succès d’une démarche de durabilité consiste à définir une stratégie à long terme, fruit d’une forte conviction du top management et ...
Read More →
Macro

Nick and Greg blur the lines

Perceived as the Fed's informal transmission channels, two journalists reverse expectations
Read More →
Macro

Goldilocks is alive and kicking

US macroeconomic environment still too favourable to justify large and rapid rate cuts.
Read More →
Macro

Silent approval or wrong signal?

Jerome Powell made no attempt to contradict expectations of rapid and large interest rate cuts.
Read More →
Corporate Social Responsibility

Durabilité et agilité

Être agile, c’est savoir faire preuve de réactivité, dans un temps court, et ce, pour répondre efficacement et rapidement aux changements tout en limitant les ...
Read More →
Macro

The fire is out, but uncertainty remains

Expectations of rapid and substantial cuts by the US Federal Reserve remain questionable.
Read More →
Macro

When panic overturns euphoria…

Investors' pathological mimetism sometimes leads to dramatic regime changes.
Read More →
Corporate Social Responsibility

Durabilité et entrepreneuriat

Nous sommes profondément convaincus que chaque employé peut être force de proposition. A ce titre, nous ne parlons pas de fiche de poste et de ...
Read More →
Macro

Investors welcome US indicators

Economic developments in the United States confirm the prospect of a rate cut.
Read More →
Macro

Political risk grows in the West

In the USA as in France, a hung parliament should not upset investors too much.
Read More →
Corporate Social Responsibility

La durabilité : un cauchemar pour les PME ?

La durabilité est devenue un enjeu majeur pour les entreprises de toutes tailles. En Suisse, où les PME représentent 99,7% du tissu économique, la question ...
Read More →
Macro

When data outweighs central bankers

Falling inflation in the USA leads to a sharp drop in yields on Western markets.
Read More →
Macro

A small move before the summer break

Recent economic data do not support an aggressive cut in ECB-controlled interest rates.
Read More →
Macro

The calm before a potential storm

April's US inflation figures, which were worryingly sticky in the first quarter, are particularly important.
Read More →
Macro

Should we celebrate bad news?

Wall Street and the bond market welcome the emergence of many signs of cooling.
Read More →
Macro

The prospect of higher rates forever

Government bond yields stabilise, but a major monetary policy reversal remains unlikely.
Read More →
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.
Read More →
Macro

Powell capitulates under the weight of evidence

Persistent inflationary pressures call for patience from the Fed, but a rate hike remains unlikely.
Read More →
Macro

After three misses, the Fed has a problem

Evidence of persistent inflationary pressures in the US is pushing government bond yields higher.
Read More →
Corporate

2023 ANNUAL REPORT

ONE swiss bank SA publishes its 2023 Annual Report.
Read More →
Macro

The monetary hawk, an endangered species

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

Will two doves make a summer?

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

Wall Street peaks, but the economy falters

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

Renewed realism and healthy correction

Investors have reassessed the prospects for interest rate cuts amid sticky US “core” inflation.
Read More →
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.
Read More →
Macro

The Fed’s pivot? Not before May 1st

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

The prevailing optimism is not irrational

Recent macroeconomic indicators validate hopes of a “soft landing” for the USA.
Read More →
Macro

No shock, no rapid rate cuts

Governor Christopher Waller's message was only partially received by investors.
Read More →
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.
Read More →
Macro

The 2024 bond vintage is overpriced

The bright prospects sold by some strategists are undermined by the surge at the end of 2023.
Read More →
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.
Read More →
Macro

A dovish Powell reinforces prevailing optimism

But his New York colleague John Williams and European central bankers appear less conciliatory.
Read More →
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.
Read More →
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".
Read More →
Corporate

Approval of delisting of ONE shares

Approval of delisting of ONE swiss bank SA's registered shares from SIX Swiss Exchange.
Read More →
Macro

Central bankers are in no hurry

Cautious monetary authorities reaffirm their determination to curb inflation sustainably.
Read More →
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.
Read More →
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.
Read More →
Macro

It’s high time to wait and see

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

Full reversion

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

Choose your side, comrade investor

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