Category: Investment flash

After a generally favorable year for industrial metals in 2024, 2025 began with a sharp correction, particularly for copper. Since the spring, prices have [...] Marked decline in prices but fundamentals remain strong Discover our Investment Flash down below: Read more To make sure you don't miss any of our publications and have access to [...]

The rise in gold prices to $3,500/ounce (futures) was supported by statements from the US Customs Service, which initially declared that imports of gold bars would be subject to customs duties, particularly [...] Trump's comments fail to reassure investors Discover our Investment Flash down below: Read more To make sure you don't miss any of [...]

We might have expected volatility to return at the end of the 90-day truce to reach bilateral agreements, but the markets decided otherwise. The month passed with relative indifference, while [...] The job market is deteriorating and demand is expected to decline Discover our Investment Flash down below: Read more To make sure you don't [...]

Crude oil price volatility has eased somewhat since mid-June following a period of extreme tension in the Middle East. However, the upward trend remains intact, with WTI prices above $67 per barrel, up significantly from the lows seen at the end of April. While the [...] Seasonality and pressure from Trump are supporting growth Discover [...]

Swiss real estate was again heavily influenced this quarter by volatility in short- and long-term interest rates. The fall in long-term yields following the introduction of customs tariffs in April supported the [...] Yields and risk premiums still attractive Discover our Investment Flash down below: Read more To make sure you don't miss any of [...]

Since our repositioning recommendation on Chinese equities in January 2025, Chinese stocks have enjoyed a fairly positive stock market performance, outperforming developed country indices, Europe and the S&P500. While [...] Chinese stocks offer unique diversification opportunities Discover our Investment Flash down below: Read more To make sure you don't miss any of our publications and [...]

Securitized real estate in the eurozone has not yet really benefited from the fall in inflation below the ECB's target and the change in the central bank's monetary policy. However, the ECB has gradually reduced its key interest rates from [...] Yield (6.8%) and market value/net assets (59%) Discover our Investment Flash down below: Read [...]

Between extreme concerns about a blockage of the Strait of Hormuz following the bombing of Iran's nuclear sites at weekend, and Trump's declaration of an imminent ceasefire between Iran and Israel, assessing geopolitical risks and their possible implications for [...] Macroeconomic risks and uncertainties are likely to return Discover our Investment Flash down below: Read [...]

After an already extraordinary year in 2024 (+27.2%), gold continues its upward trajectory and is set to close the first half of the year with a +30% increase. With uncertainty over customs duties likely to return in a few days, the outbreak of [...] Attractive diversification in silver and palladium Discover our Investment Flash down [...]

The publication of the Swiss consumer price index (CPI) for May has brought the SNB face to face with the growing risk of deflation in our country. On a year-on-year basis, [...] Deflation worries the SNB, which will lower rates to weaken the Swiss franc Discover our Investment Flash down below: Read more To make [...]