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News and Views for Institutional, Professional & Private Investors

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

The ECB enters uncharted territory

Compulsive and continuous interest rate hikes could give way to a long period of inaction.

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Macro

The focus is shifting to Frankfurt

Despite persisting inflation, weaker economic conditions should prompt the ECB to adopt a cautious stance.

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Macro

Neither too hot nor too cold (for now)

Recent mixed indicators are still compatible with a “soft landing” for the US economy.

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Macro

Powell preaches careful austerity

Western central bankers seem prepared to sacrifice more growth to restore price stability.

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Macro

Bears make a comeback in August

The continued strength of the U.S. economy is fueling a sustained “bear steepening” of the dollar yield curve.

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Macro

Risks of a US recession are receding (a little)

The rebound in long-term yields is hampering the exuberant rally in equities, but it bodes well for the future.

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Macro

Long-term bonds take a beating

Fitch’s surprise decision to cut US credit rating and robust indicators trigger bond market correction.

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Macro

Summer torpor takes hold of the markets

Sessions come and go, but a sideways trend has prevailed since the beginning of July.

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Corporate

H1 2023 Financial Results

Following the successful completion of our turnaround last year, we’re pleased to share our latest financial achievements with you today.

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Macro

“Time to stop tightening”, warns Mr. Market

Impatient central banks are exposing themselves to the increasingly obvious risk of overdose.

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Macro

The Fed takes a break before a final encore

In Europe, the ECB maintains a restrictive course driven by stubbornly high “core” inflation.

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Macro

Towards a summer interlude in the USA

US central bank prepares to stop raising interest rates and deny pivot prospects.

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Corporate

H1 2023 Financial Results – Profit Hike

Significant increase in profit expected for the first half of 2023.

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Macro

Des arbres qui cachent des forêts

Le défaut de paiement des Etats-Unis ou le rallye de Nvidia détournent l’attention de réalités plus nuancées.

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Macro

Hopes for a “Fed pivot” fade

The rebound in dollar yields once again calls for a tactical rebalancing back into safety.

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Macro

Stagflation persists, markets falter

Concomitant inflation and recession risks lead to precarious stability in bond yields.

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Crypto

Le banche ignorano le cripto?

In che modo il sistema bancario svizzero sta accogliendo le valute digitali come Bitcoin e le stablecoin?

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Macro

Relever les taux en mai et s’en aller?

Alors que la Fed semble s’acheminer vers une pause, la BCE est vouée à maintenir un cap restrictif.

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Corporate

A commitment mentality at ONE

Grégoire Pennone: “I believe the recipe for success is a blend of strategy and mindset. The first step in crafting an appropriate strategy is…

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Investment

Q2 2023 strategic insights 💡

The 6-month rally in equity markets is likely to lose momentum or even reverse if recessionary risks materialise later in 2023. Lifted by a six month rally, current valuation s are not very attractive and do not fully reflect recession and financial instability risks.

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Macro

A return to calm, but not to normal

The Federal Reserve’s bold action helped contain the regional banking crisis, but not to cure it.

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Macro

Banking disruption and activity resilience

Monetary authorities remain hawkish for most, but generous to private banks.

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Corporate

We have moved to our new offices in Geneva!

[#ONEnews] We are delighted to share with you some images of our new offices in which we have moved this week!

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Macro

Le risque systémique fait un retour fracassant

La dégradation brutale des conditions financières complique la tâche des banques centrales.

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Macro

Silicon Valley Bank (SVB), a micro chaos resolved while forgetting the macro risk

The implosion of small banks in the US generates immense confusion and a flight to safety.

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Corporate

2022 ANNUAL REPORT & INVITATION TO 2023 AGM

ONE swiss bank SA publishes its 2022 Annual Report, announces a dividend payment and notifies of the agenda for the 2023 Annual General Meeting.

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Macro

Between realism and complacency

The disconnect between equities and bonds, which have been falling for a month, is widening further.

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Macro

Le retour à la lucidité crée des opportunités

La violente correction obligataire survenue en février relance un thème d’investissement majeur pour 2023.

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Macro

The market is now in tune with the Fed

Bond investors have finally bought into the roadmap outlined by the US central bank.

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Corporate

10th Annual WealthBriefing Swiss Awards 2023

We are thrilled to have won on 9 February 2023 the award for “Best Corporate Strategy Implementation” at the 10th Annual WealthBriefing Swiss Awards 2023.

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Macro

Une bonne nouvelle plombe l’ambiance

La vigueur du marché du travail américain apporte de la crédibilité à la posture austère de Jerome Powell.

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Corporate

H2 and full-year 2022 financial results

After a challenging year in which global financial markets experienced unprecedented turmoil, we are pleased to report that ONE swiss bank’s financial turnaround is now complete.

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Macro

The menu promises to be copious and digestible

Central banks have signalled their immediate plans, but the dessert is still a surprise.

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Macro

La Fed est en phase d’approche

Le succès de la manœuvre d’atterrissage reste incertain, les risques de récession sont élevés.

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Macro

From pause to pivot, a bumpy road

Current investors’ exuberance tends to justify opportunistic and tactical profit taking.

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Macro

L’ère des vaches maigres est-elle révolue?

La correction inédite des obligations en 2022 implique des perspectives plus favorables pour 2023.

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Corporate

Bye Bye 2022

From all of us at ONE, Happy Holidays and the very best for the festive season! See you in 2023!
#TakeCareOfYourLovedONEs

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Macro

La parole à Jerome Powell et ses collègues

Le FOMC pourrait chercher à contrer les espoirs de «pivot» qui alimentent le rebond des actifs risqués.

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Macro

Wall Street may have attention deficit disorder

Investors’ biased interpretation of Jerome Powell’s latest speech implies serious setback risks.

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Macro

Une inversion vertigineuse et contagieuse

Les rendements à long terme continuent à fléchir sous le poids de risques de récession en Occident.

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Macro

Jusqu’à ce que récession s’en suive?

Le récent repli des prix de l’énergie, notamment du pétrole brut, pourrait faciliter la tâche des autorités monétaires et renforcer l’ancrage des anticipations d’inflation.

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Macro

Un «bon» chiffre ne fait pas le printemps

Comme en juillet, la décrue de l’inflation aux Etats-Unis suscite une réaction exubérante, probablement excessive.

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Crypto

RSI TV: Crollo di FTX, domande sul futuro delle criptovalute

Il crollo di FTX non rimette in questione i progetti come quello di Lugano, che ambisce a diventare un polo europeo della moneta virtuale.

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Investment

Alex Kuhn: “«Le troisième tiers cotisant va devenir de plus en plus déterminant pour les caisses de pension”

Dynagest by ONE: 30 ans à se concentrer sur la gestion des risques de marchés pour des investisseurs institutionnels. Alexandre Kuhn, l’un de ses fondateurs, revient sur cette belle aventure promise encore à quelques prolongements.

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Corporate

AGEFI: ONE swiss bank grandit et se prépare à déménager dans un nouveau bâtiment

La banque privée, établie depuis 2013 au Campus biotech à Sécheron, s’apprête à déménager dans les locaux de l’ancien siège social de Médecins sans frontières, sur la rue de Lausanne.

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Macro

Fed, ECB: mission not accomplished

Despite some comforting signals, it is futile to hope for a quick reversal by central banks.

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Macro

Vers un changement de posologie de la Fed

La cadence frénétique du cycle monétaire conduit par la Réserve fédérale n’est pas soutenable.

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Macro

Vers des taux US à 5%?

Les banquiers centraux demeurent sous pression face à une inflation persistante.

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Corporate Social Responsibility

SUSTAINABILITY REPORT 2022

ONE swiss bank today published its first Sustainability Report.

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Macro

Attention aux risques d’overdose

La solidité persistante du marché du travail aux Etats-Unis pourrait conduire la Réserve fédérale américaine à se montrer trop restrictive.

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