ONE HUB
News and Views for Institutional, Professional & Private Investors
- All
- AI
- Corporate
- Corporate Social Responsibility
- Crypto
- Investment
- Macro
- Quantitative
- All
- AI
- Corporate
- Corporate Social Responsibility
- Crypto
- 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.
Read More →
Macro Caramba, another miss (except in Switzerland)!
After a sharp correction in December, bonds have delivered disappointing annual returns in 2024.
Read More →
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 ...
Read More →
Macro Goldilocks extends its holiday in the USA
A mild labour market and friendly central bankers reinforce the prevailing optimism.
Read More →
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 Le banche private Gonet & Cie SA e ONE swiss bank SA uniscono le loro forze e creano un attore di primo piano in Svizzera
Gonet & Cie SA e ONE swiss bank SA hanno il piacere di annunciare la loro fusione, che punta a dare vita a un operatore ...
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 →
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 Sustainability and agility
Being agile means knowing how to react quickly and efficiently to change, while limiting the negative impacts.
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 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 ...
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 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 ...
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 
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 →
