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
Les banques privées Gonet & Cie SA et ONE swiss bank SA joignent leurs forces et créent un acteur de premier plan en Suisse
ONE swiss bank
19 novembre 2024
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 →
The “red wave” sparks enthusiasm
François Christen
13 novembre 2024
Donald Trump's return to the White House, however, entails several risks for bond investors.
Read More →
The hawks are sleepy, the vigilantes are waking up
François Christen
30 octobre 2024
The Federal Reserve's dovish stance and the prospect of a Donald Trump victory undermine bonds.
Read More →
Durabilité et intégrité
Audrey Cauchet
25 octobre 2024
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 →
Economic data validate Fed’s plans
François Christen
9 octobre 2024
Defying predictions of any sort of landing, the US economy continues to fly at high altitude.
Read More →
Portefeuilles indiciels : Quand la simplicité cache des défis majeurs
Aymeric Converset
2 octobre 2024
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 →
Les taux baissent, les rendements s’élèvent
François Christen
25 septembre 2024
La décision de la Fed d’entamer le cycle par un geste audacieux a fragilisé les emprunts à long terme.
Read More →
Durabilité et détermination
Audrey Cauchet
20 septembre 2024
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 →
Nick and Greg blur the lines
François Christen
19 septembre 2024
Perceived as the Fed's informal transmission channels, two journalists reverse expectations
Read More →
Goldilocks is alive and kicking
François Christen
4 septembre 2024
US macroeconomic environment still too favourable to justify large and rapid rate cuts.
Read More →
Silent approval or wrong signal?
François Christen
29 août 2024
Jerome Powell made no attempt to contradict expectations of rapid and large interest rate cuts.
Read More →
Durabilité et agilité
Audrey Cauchet
19 août 2024
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 →
The fire is out, but uncertainty remains
François Christen
14 août 2024
Expectations of rapid and substantial cuts by the US Federal Reserve remain questionable.
Read More →
When panic overturns euphoria…
François Christen
7 août 2024
Investors' pathological mimetism sometimes leads to dramatic regime changes.
Read More →
Durabilité et entrepreneuriat
Audrey Cauchet
5 août 2024
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 →
Investors welcome US indicators
David Duran
17 juillet 2024
Economic developments in the United States confirm the prospect of a rate cut.
Read More →
Political risk grows in the West
François Christen
3 juillet 2024
In the USA as in France, a hung parliament should not upset investors too much.
Read More →
La durabilité : un cauchemar pour les PME ?
Audrey Cauchet
1 juillet 2024
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 →
When data outweighs central bankers
François Christen
19 juin 2024
Falling inflation in the USA leads to a sharp drop in yields on Western markets.
Read More →
A small move before the summer break
François Christen
5 juin 2024
Recent economic data do not support an aggressive cut in ECB-controlled interest rates.
Read More →
The calm before a potential storm
François Christen
16 mai 2024
April's US inflation figures, which were worryingly sticky in the first quarter, are particularly important.
Read More →
Should we celebrate bad news?
François Christen
8 mai 2024
Wall Street and the bond market welcome the emergence of many signs of cooling.
Read More →
The prospect of higher rates forever
François Christen
1 mai 2024
Government bond yields stabilise, but a major monetary policy reversal remains unlikely.
Read More →
2023 SUSTAINABILITY REPORT
ONE swiss bank
1 mai 2024
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 →
Powell capitulates under the weight of evidence
François Christen
24 avril 2024
Persistent inflationary pressures call for patience from the Fed, but a rate hike remains unlikely.
Read More →
After three misses, the Fed has a problem
François Christen
17 avril 2024
Evidence of persistent inflationary pressures in the US is pushing government bond yields higher.
Read More →
2023 ANNUAL REPORT
ONE swiss bank
28 mars 2024
ONE swiss bank SA publishes its 2023 Annual Report.
Read More →
The monetary hawk, an endangered species
François Christen
27 mars 2024
Increasing central bank dovishness pushed US and European government bond yields lower.
Read More →
« Higher for longer », the sequel
François Christen
20 mars 2024
Recent events are likely to confirm the FOMC's wait-and-see stance, which is not without its dangers.
Read More →
Will two doves make a summer?
François Christen
14 mars 2024
Friendly comments by Jerome Powell and Christine Lagarde foreshadow first interest rate cuts in June.
Read More →
Wall Street peaks, but the economy falters
François Christen
6 mars 2024
Recent, but not yet conclusive, indicators point to a deterioration in the US economy.
Read More →
The Fed and the ECB are in no hurry
François Christen
28 février 2024
The US central bank's patience is fully justified, but the ECB's wait-and-see attitude is questionable.
Read More →
Renewed realism and healthy correction
François Christen
21 février 2024
Investors have reassessed the prospects for interest rate cuts amid sticky US “core” inflation.
Read More →
H2 and Full-Year 2023 Financial Results
ONE swiss bank
8 février 2024
2023 was another successful year for ONE swiss bank SA, brimming with achievements and culminating in healthy financial results.
Read More →
The Fed’s pivot? Not before May 1st
François Christen
7 février 2024
Powell's comments and the strength of the US economy invite investors to be patient.
Read More →
The prevailing optimism is not irrational
François Christen
31 janvier 2024
Recent macroeconomic indicators validate hopes of a “soft landing” for the USA.
Read More →
No shock, no rapid rate cuts
François Christen
24 janvier 2024
Governor Christopher Waller's message was only partially received by investors.
Read More →
Should we expect the Fed to pivot in March?
François Christen
17 janvier 2024
The rapid and large rate cuts priced in by Fed funds rate futures appear unlikely.
Read More →
The 2024 bond vintage is overpriced
François Christen
10 janvier 2024
The bright prospects sold by some strategists are undermined by the surge at the end of 2023.
Read More →
Bye Bye 2023
ONE swiss bank
20 décembre 2023
As the year draws to a close, we would like to extend our warmest wishes to you and your loved ONEs.
Read More →
A dovish Powell reinforces prevailing optimism
François Christen
20 décembre 2023
But his New York colleague John Williams and European central bankers appear less conciliatory.
Read More →
The weight of words, the shock of data
François Christen
13 décembre 2023
By focusing on "incoming data", the Fed and ECB have reduced the impact of their words.
Read More →
T-Notes at rock-bottom prices are sold out
François Christen
6 décembre 2023
The collapse of US dollar long-term yields in November is an invitation to opportunistic "profit-taking".
Read More →
Approval of delisting of ONE shares
ONE swiss bank
6 décembre 2023
Approval of delisting of ONE swiss bank SA's registered shares from SIX Swiss Exchange.
Read More →
Central bankers are in no hurry
François Christen
30 novembre 2023
Cautious monetary authorities reaffirm their determination to curb inflation sustainably.
Read More →
The odds in favor of a soft landing are increasing
François Christen
22 novembre 2023
Recent developments support hopes of a return to price stability without the pain of recession.
Read More →
Results of the Extraordinary General Meeting of 16 November 2023
ONE swiss bank
16 novembre 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 →
It’s high time to wait and see
François Christen
16 novembre 2023
Without getting too assertive, a cautious Jerome Powell cooled hopes of a rapid monetary turnaround.
Read More →
Full reversion
François Christen
8 novembre 2023
The FOMC, many symptoms of economic slowdown and the Treasury trigger a sharp fall in dollar yields.
Read More →
Choose your side, comrade investor
François Christen
11 octobre 2023
Should we be alarmed or pleased by the sharp upturn in bond yields? Some food for thought.
Read More →