Category: Investment flash

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 [...]

Four months of chaotic policies on a number of fronts and increasingly problematic financing of US debt have been enough to significantly alter international investors' perception of [...] International investors lose confidence in U.S. debt Discover our Investment Flash down below: Read more To make sure you don't miss any of our publications and have [...]

Since the start of the second quarter and the disclosure of Trump's aggressive policy of tariff hikes, the risks of recession have risen considerably. The publication of the first-quarter US GDP confirmed [...] The oil industry and Saudi Arabia need a rebound in oil prices Discover our Investment Flash down below: Read more To make [...]

The financial markets reacted positively to the first truce on April 7 and the second granted to China on May 12. These truces are far from being an announcement of future trade agreements that would allow [...] The 10% tariffs will remain four times higher than the previous 2.3% duties Discover our Investment Flash down [...]

After the shock of April 2nd and the subsequent collapse of the markets, the “relief rally” that developed on the announcement of the 90-day postponement of the introduction of “reciprocal” tariffs is now probably [...] It's time once again to reduce risk in U.S. equities Discover our Investment Flash down below: Read more To make [...]