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Archives

2024

15.03.2024 : Weekly analysis – Brighter prospects for british assets

06.03.2024: Weekly analysis – Lower Swiss franc boosts SMI outlook

01.03.2024: Weekly analysis – Nikkei tackles its all-time 1989 record

25.01.2024: Weekly analysis – Who owns the central banks whose monetary policies guide our economies ?

2023

26.12.2023 : Weekly analysis – The Fed should lower its rates in March 2024

21.12.2023 : Weekly analysis – The surprise fall in inflation in the Euro zone reshuffles the cards

15.12.2023 : Weekly analysis – Adjusting the outlook for UK assets

08.12.2023 : Weekly analysis – Monetary easing and a 12% rise in Swiss company profits by 2024

27.11.2023 : Weekly analysis – The perspectives are deteriorating for the Nikkei

30.10.2023 : Weekly analysis – Alternative energies: A key theme for 2024

25.10.2023 : Weekly analysis – Gold is looking promising again

29.09.2023 : Weekly analysis – End of summer consolidation in US markets?

26.09.2023 : Weekly analysis – Attractive discount for UK equities

22.09.2023 : Weekly analysis – European equities recover after eight months of consolidation

14.09.2023 : Weekly analysis – Attractive profits for Nikkei stocks 

12.09.2023 : Weekly analysis – More favorable outlook after one last BNS rate hike in 2023

01.09.2023 : Weekly analysis – Attractive opportunities in various real estate securitization markets

04.08.2023 : Weekly analysis – Optimizing an investment strategy with structured products

07.07.2023 : Weekly analysis – Flattening of the USD yield curve

29.06.2023 : Weekly analysis – Favor real estate and equities over european bonds

23.06.2023 : Weekly analysis – Significant discount for UK equities

16.06.2023 : Weekly analysis – Nikkei at its highest in 33 years

09.06.2023: Weekly analysis – Swiss inflation falls into line: a key factor in the rise of financial assets

15.05.2023: Weekly analysis – Opportunities to seize in securitized real estate

21.04.2023: Weekly analysis – Accelerated de-dollarization of the world economy

14.04.2023: Weekly analysis – Positive trend for US equities

31.03.2023: Weekly analysis – Which european assets to focus on ?

27.03.2023: Weekly analysis – UK stocks on sale

16.03.2023: Weekly analysis – Moderate outlook for Nikkei

16.03.2023: Weekly analysis – SVB bankruptcy: a new paradigm in monetary policy?

06.03.2023: Weekly analysis – Swiss financial assets once again attractive

10.01.2023: Weekly analysis – Commodities: imbalances will persist in 2023

2022

27.12.2022: Weekly analysis – Positive outlook for US assets in 2023

23.12.2022: Weekly analysis – Attractive valuations for European equities

22.12.2022: Weekly analysis – Significant discount for UK equities

13.12.2022: Weekly analysis – Moderate positive outlook for the Nikkei

01.12.2022: Weekly analysis – Favourable outlook for Swiss financial assets

18.10.2022: Weekly analysis – The fed must change its policy to avoid systemic risk

18.10.2022: Weekly analysis – The federal reserve can avoid a “hard landing”

14.10.2022: Weekly analysis – 45% risk premium for European equities

10.10.2022: Weekly analysis – A “mini-budget” that sows chaos in the United Kingdom

05.10.2022: Weekly analysis – Weakening outlook for the Nikkei

29.09.2022: Weekly analysis – Positive outlook for Swiss financial assets?

13.09.2022: Weekly analysis – The war in Ukraine, a catalyst for renewable energy?

16.08.2022: Weekly analysis – End of recession likely in Q3 already in the US

11.08.2022: Weekly analysis – Temporary lull on European rates

10.08.2022: Weekly analysis – Relative attractiveness of British assets

05.08.2022: Weekly analysis – Positive momentum for Japanese stocks

29.07.2022: Weekly analysis – Window of opportunity for Swiss equities?

16.07.2022: Weekly analysis – The bearish scenario needs to be revised

29.06.2022: Weekly analysis – Downward revisions to the growth outlook

23.03.2022: Weekly analysis – Likely growth shock in the UK

11.03.2022: Weekly analysis – Downward revision of the economic outlook for Japan in 2022

07.03.2022: Weekly analysis – Geopolitics also threaten Swiss growth

14.02.2022: Weekly analysis – New opportunities for global real estate

14.02.2022: Weekly analysis – Long-term rates return to their 2016/2018 levels

2021

17.12.2021: Weekly analysis – UK rate normalisation begins

15.11.2021: Weekly analysis – Currencies

04.11.2021: Weekly analysis – International bonds

20.10.2021: Weekly analysis – Rising energy prices affect production, inflation and purchasing power

01.10.2021: Weekly analysis – Influence of tapering already visible in the US

30.09.2021: Weekly analysis – UK facing inflationary effects of Brexit

29.09.2021: Weekly analysis – Growth expected to accelerate in Japan in Q4 2021

24.09.2021: Weekly analysis – Swiss GDP growth is on track to reach +3.5% in 2021 and +3% in 2022

12.05.2021: Weekly analysis – Inflation at its highest since 2008 may well cause a shock to equity markets

05.05.2021: Weekly analysis – Prospects and strategies international real estate

27.04.2021: Weekly analysis – Prospects and strategies international bonds

12.04.2021: Weekly analysis – Are we heading for a new positive commodities super cycle?

31.03.2021: Weekly analysis – Record growth expected in the US in 2021

26.03.2021: Weekly analysis – The eurozone is lagging further behind in the business cycle

17.03.2021: Weekly analysis – Did the UK see the worst of it in January?

08.03.2021: Weekly analysis – Japan well positioned to benefit from the recovery in world trade in 2021

28.02.2021: Weekly analysis – Swiss GDP growth could reach +3.2% in 2021

08.02.2021: Weekly analysis – Securitised real estate will benefit from the exceptional convergence of business cycles in 2021

26.01.2021: Weekly analysis – A bearish start to the year for the capital markets

2020

21.12.2020: Weekly analysis  – How far can risk premiums go down in Europe?

11.12.2020: Weekly analysis  – More attractive risk premium for US government debt

04.12.2020: Weekly analysis  – Swiss GDP surprisingly proves most resilient among developed
countries

02.12.2020: Weekly analysis  – A bitter New Year’s Eve for the United Kingdom

20.11.2020: Weekly analysis  – Nikkei benefits from better than expected corporate results

15.10.2020: Weekly analysis  – A difficult autumn for the United Kingdom with no deal Brexit in sight

14.10.2020: Weekly analysis  – Economic downturn in the EU at the end of the year

13.10.2020: Weekly analysis  – US presidential elections: a game changer for the markets?

29.09.2020: Weekly analysis  – Nikkei benefits from even better expectations for 2021

11.09.2020: Weekly analysis  – Sharp rebound in Swiss GDP already anticipated by equity markets

10.07.2020 : Weekly analysis – US corporate earnings could fall by -44% in Q2

25.06.2020 : Weekly analysis – European recovery plan could also bolster the euro

17.06.2020 : Weekly analysis – In April, UK sees sharpest drop in GDP (-20.4%) since 1703

11.06.2020 : Weekly analysis – USD 2 trillion to pull Japan’s economy out of recession

08.06.2020 : Weekly analysis – Swiss GDP down -2.6% with a more brutal shock in store for Q2

22.05.2020 : Weekly analysis – La hausse de l’or lance celle de l’argent, du platine et du palladium

06.05.2020 : Weekly analysis – Markets not ready for a cold war between China and the US

01.05.2020 : Weekly analysis – Sell in May, reduce risk in anticipation of reality check

30.03.2020 : Weekly analysis – Two trillion to counter the effects of Covid-19 in the US

24.03.2020 : Weekly analysis – Why the economic recovery in China will be relatively robust

20.03.2020 : Weekly analysis – BOE reassures but will not rule out recession in the UK

20.03.2020 : Weekly analysis – ECB to inject 750 billion into new plan (PEPP)

18.03.2020 : Weekly analysis – Covid-19 tips Japan into recession before Olympic Games

12.03.2020 : Weekly analysis – What next after two weeks of historic stock market panic?

10.01.2020 : Weekly analysis – Financial market outlook and liquidity cycle in 2020

06.01.2020 : Weekly analysis – Changing uncertainty at the start of the new year in the US

2019

13.12.2019 : Weekly analysis – Voters put an end to political foot-dragging in the UK

06.12.2019 : Weekly analysis – Slight recovery in the Eurozone despite weakness in Germany

03.12.2019 : Weekly analysis – Sharp economic slowdown in Japan in Q3

28.11.2019 : Weekly analysis – Switzerland’s GDP strengthens in Q3, surprising forecasters

26.09.2019 : Weekly analysis – Actual risks of recession in the US overestimated

24.09.2019 : Weekly analysis – Supreme Court reduces threat of no-deal Brexit

19.09.2019 : Weekly analysis – Can European growth recover without Germany?

17.09.2019 : Weekly analysis – Private and public spending boost Japanese GDP

13.09.2019 : Weekly analysis – General uncertainty also impacting Swiss economy in Q2

01.07.2019 : Weekly analysis – G20 fails to provide solutions but may induce Fed not to act

23.06.2019 : Weekly analysis – Recession increasingly likely in UK

19.06.2019 : Weekly analysis – Is Europe’s GDP growth rate of +0.4% sustainable?

14.06.2019 : Weekly analysis – Japanese GDP resilient despite trade showdown

11.06.2019 : Weekly analysis – Is the current euphoria in the Swiss equity market sustainable?

07.05.2019 : Weekly analysis – Return of uncertainty in equity markets – Time to sell ?

03.05.2019 : Weekly analysis – Long-term rates do not react to the +3.2% increase in US GDP

30.04.2019 : Weekly analysis – International securitized real estate remains an attractive opportunity

12.04.2019 : Weekly analysis – Uncertainty persists following six-month Brexit extension

28.03.2019 : Weekly analysis – Consumption to boost US GDP in Q2

20.03.2019 : Weekly analysis – Germany hampers European growth and confidence

18.03.2019 : Weekly analysis – Positive surprise with Japanese GDP up +0.5% in Q4

13.03.2019 : Weekly analysis – Has the year-end panic already given way to euphoria?

09.01.2019 : Weekly analysis – Is a recession looming in Germany and the Eurozone?

04.01.2019 : Weekly analysis – Robust job market and economic cycle in the US

2018

18.12.2018 : Weekly analysis – UK: A referendum as a last resort?

15.12.2018 : Weekly analysis – Fears of a yield curve inversion in the US are unfounded

10.12.2018 : Weekly analysis – Sharp slowdown in Japan: GDP drops by -0.6% in Q3

05.12.2018 : Weekly analysis – Swiss GDP weakens in the wake of German decline

27.11.2018 : Weekly analysis – No impact of stock market volatility on foreign exchange markets

23.11.2018 : Weekly analysis – Volatility in equity markets offers attractive opportunities

21.11.2018 : Weekly analysis – Interest rate markets are benefitting from rising uncertainty

16.11.2018 : Weekly analysis – Real estate investments did not give in to panic in October

04.10.2018 : Weekly analysis – Trade tensions weighing on European GDP

03.10.2018 : Weekly analysis – US economy is doing well. Beware the adverse effects of tariffs

01.10.2018 : Weekly analysis – The EU rejects the Chequers plan… no deal or new vote?

26.09.2018 : Weekly analysis – The Japanese economy rallies, GDP jumps up +3% in Q2

17.09.2018 : Weekly analysis – Switzerland posts strong economic gains: GDP up +3% in 2018

02.07.2018 : Weekly analysis – The European economy is holding its course despite uncertainty

18.06.2018 : Weekly analysis – The Fed will not derail a booming economy

14.06.2018 : Weekly analysis – Brexit talks and British economy at a standstill

08.06.2018 : Weekly analysis – GDP growth in Japan declines in Q1 for the first time since 2015

06.06.2018 : Weekly analysis – Swiss GDP grows +2.2% but the equity market is wavering

29.05.2018 : Weekly analysis – Hedge Funds: Which Outlook for 2018 after floundering for 10 years?

04.05.2018 : Weekly analysis – Volatility in financial markets offers new opportunities

02.05.2018 : Weekly analysis – New opportunities on real estate markets in the Eurozone

30.04.2018 : Weekly analysis – Bonds markets still relatively unaffected by US interest rates at 3%

03.04.2018 : Weekly analysis – The temporary fall in industrial metals is an opportunity

26.03.2018 : Weekly analysis – New opportunities for Eurozone equities

22.03.2018 : Weekly analysis – The Fed raises its rates and announces tighter policy for 2019

19.03.2018 : Weekly analysis – Twelve-month countdown for an agreement on Brexit terms

12.03.2018 : Weekly analysis – Strong yen threatens GDP growth and the equities market

05.03.2018 : Weekly analysis – Swiss GDP forecasts revised: +2.2% in 2018

28.02.2018 : Weekly analysis – Probable trend reversal for the dollar in 2018

30.01.2018 : Weekly analysis – The global long rate recovery is taking shape in 2018

30.01.2018 : Weekly analysis – Better real estate fundamentals in the Eurozone and Asia

05.01.2018 : Weekly analysis – USA : End of PE growth will weigh on S&P 500

2017

19.12.2017 : Weekly analysis – The Eurozone economy is gaining power and asserting itself

14.12.2017 : Weekly analysis – The UK to pay 50 billion, but the hardest part has yet to come

08.12.2017 : Weekly analysis – The Nikkei hit 23,000, time to take profits 

05.12.2017 : Weekly analysis – Swiss GDP expected to accelerate to +1.8%

30.11.2017 : Weekly analysis – Bitcoin: flash crash and bursting bubble in 2018?

29.11.2017 : Weekly analysis – Bitcoin: lack of an objective value is fuelling speculation

09.11.2017 : Weekly analysis – Irrational exuberance or just excessive optimism?

30.10.2017 : Weekly analysis – ETF and passive funds: the hidden risks of index investing

23.10.2017 : Investment Strategy October 2017

12.10.2017 : Weekly analysis – Positive prospects for international real estate prices

11.10.2017 : Weekly analysis – As oil market rebalances, crude prices could reach $60

04.10.2017 : Weekly analysis – Negotiations between the UK and the EU have stalled

02.10.2017 : Weekly analysis – United States: $5.8 trillion tax reform could prove disappointing

30.09.2017 : Weekly analysis – Tactical dissolution in Japan, 180-degree turn for Shinzo Abe

29.09.2017 : Weekly analysis – European trend picks up the pace in the second half of the year

21.09.2017 : Weekly analysis – A stronger euro will bolster GDP growth in Switzerland

31.08.2017 : Weekly analysis – The need for and limitations of hedging currency risks

15.08.2017 : Flash – Alternative Energy: Biofuels: Increase in crude oil prices and pick-up in exports to benefit US producers

27.07.2017 : Weekly analysis – The economic environment remains favourable for real estate

21.07.2017 : Weekly analysis – Commodities: Oil likely to increase further to US $55

23.07.2017 : Investment Strategy July 2017

13.07.2017 : Weekly analysis – The US dollar erases its post-election rise: -5.3% YTD

10.07.2017 : Weekly analysis – US economy has been disappointing, but growth should accelerate

30.06.2017 : Flash – Alternative Energy : Factoring in carbon risks, now’s the time!

27.06.2017 : Weekly analysis – US economy has been disappointing, but growth should accelerate

20.06.2017 : Weekly analysis – The economic trend in the Eurozone strengthens

07.06.2017 : Weekly analysis – Best quarter for Swiss GDP (+0.3%) since June 2016

06.06.2017 : Weekly analysis – 8 June elections in the UK: Theresa May’s gamble fails to pay off

29.05.2017 : Weekly analysis – Positive surprise in Japan: GDP surges by +2.2% yoy

22.05.2017 : Weekly analysis – Sell in may and go away? Too much uncertainty to let it be.

23.04.2017 : Investment Strategy April 2017

10.04.2017 : Weekly analysis – End of global QE and support for rate markets

05.04.2017 : Weekly analysis – Acceleration in the Eurozone propped up by Germany and France

31.03.2017 : Weekly analysis – Federal debt, limited to $20 trillion, will hit 150% of GDP

30.03.2017 : Weekly analysis – Emerging markets: Fundamentals continue to improve

27.03.2017 : Weekly analysis – Rather favourable conditions for Swiss real estate in 2017

10.03.2017 : Weekly analysis – Warning: Chinese PPI posts sharpest rise since 2008

08.03.2017 : Weekly analysis – Modest growth in Japan propped up by the global recovery

07.03.2017 : Weekly analysis – Brexit could cost the UK 60 billion euros

03.03.2017 : Weekly analysis – Swiss GDP is disappointing, though still moves up +1.3% in 2016

14.02.2017 : Weekly analysis – Trump’s policies: A positive factor for gold in 2017

20.01.2017 : Weekly analysis – Inflation will support the rise in bond rates in 2017

06.01.2017 : Weekly analysis – Longest upward trend of the dollar since 1982: +28% in 4 years

03.01.2017 : Weekly analysis – Commodities, a hedge against rate rises

2016

27.12.2016 : Weekly analysis – Impact in 2017 of the major surprises of 2016

20.12.2016 : Weekly analysis – China no longer top creditor to the US

12.12.2016 : Weekly analysis – Japan’s economy is improving, but still far from 600 trillion yen

07.12.2016 : Weekly analysis – EU GDP will have to wait to benefit from fiscal stimulus package

05.12.2016 : Weekly analysis – Swiss GDP stalls in Q3, +1.3% growth year over year

29.11.2016 : Weekly analysis – Demonetisation in two stages in India

21.11.2016 : Weekly analysis – Theresa May unwillling to negotiate with British Parliament

10.11.2016 : Flash – Alternative Energy : Donald Trump elected: how will this affect alternative energy in the United States?

10.11.2016 : Weekly analysis – Markets remain calm in the face of a major political shock in the US

18.10.2016 : Weekly analysis – Volatility likely to rise after the US elections

14.10.2016 : Weekly analysis – Inflation will be a key factor for interest rates in 2017

07.10.2016 : Weekly analysis – A continuing reprieve in the foreign exchange market

30.09.2016 : Weekly analysis – May will launch divorce proceedings from the EU in…March 2017

29.09.2016 : Weekly analysis – European GDP withstands concern surrounding Brexit

27.09.2016 : Weekly analysis – Rate hike to follow Hillary Clinton’s election

27.09.2016 : Weekly analysis – The BoJ taking stock

12.09.2016 : Weekly analysis – The 12 factors that will boost gold prices in 2017

09.09.2016 : Weekly analysis – Greatest quarterly rise in Swiss GDP (+0.6%) since 2014

27.07.2016 : Weekly analysis – Commodities will benefit from the IMF’s U-turn

20.07.2016 : Flash – Alternative Energy : What consequences will Brexit have for the European carbon market?

29.06.2016 : Weekly analysis – US economy approaching full employment – a new paradigm

27.06.2016 : Weekly analysis – China to achieve GDP growth of +6.5% in 2016

24.06.2016 : Flash – Economy : Against all odds Brexit finally strongly outweighs with 52% against 48%

15.06.2016 : Weekly analysis – Should I stay or should I go? Emotions vs. practicality

10.06.2016 : Weekly analysis – The BOJ will hold off after the surprise +1.9% increase in GDP

07.06.2016 : Weekly analysis – Gold posts biggest quarterly gain in 30years : the sign of a new beginning?

06.06.2016 : Weekly analysis – Household spending (+0.7%) propping up Swiss GDP

20.05.2016 : Flash – Alternative Energy : Solar sector equities oversold : a potential entry point?

12.05.2016 : Weekly analysis – Can crude oil prices continue to rise in 2016?

01.04.2016 : Weekly analysis – Finally some good surprises from the Chinese market?

29.03.2016 : Weekly analysis – The Japanese authorities’ optimism is put to the test

17.03.2016 : Weekly analysis – The Federal Reserve revises its forecast and remains optimistic

11.03.2016 : Weekly analysis – Draghi boosts lending and pushes for fiscal stimulus

02.03.2016 : Weekly analysis – US $500 billion for US infrastructure and commodities

02.03.2016 : Weekly analysis – The Swiss economy reassures with a +0.4% increase in Q4

25.02.2016 : Weekly analysis – Would a Brexit significantly change the UK’s situation?

15.02.2016 : Weekly analysis – 7 reasons to invest selectively in February 2016

11.02.2016 : Flash – Alternative Energy : YieldCos : High yields, but at what cost?

2015

01.12.2015 : Weekly analysis – Swiss economy still digesting the impact of a strong Swiss franc

19.11.2015 : Flash – Alternative Energy : Taking stock a few weeks before 2015 draws to a close

17.11.2015 : Weekly analysis – IMF getting ready to give the yuan its first stripes

11.11.2015 : Weekly analysis – S&P500 falters once again, approaching 2,100 points

29.10.2015 : Weekly analysis – Saudi Arabia keeps up the pressure on shale oil

23.10.2015 : Weekly analysis – Can Q4 Save the Year? An overview of our Key Assertions

30.09.2015 : Weekly analysis – United Kingdom leads the recovery in Europe

25.09.2015 : Weekly analysis – Fed leaves rates unchanged…but the timing is becoming clearer

25.09.2015 : Flash – Alternative Energy : The 28 EU member states agree to overhaul the carbon market : challenge and opportunities

11.09.2015 : Weekly analysis – Record Japanese corporate profits despite disappointing GDP

17.07.2015 : Flash – Alternative Energy : Solar Energy : Price Correction Seems Overblown and Signals an Entry Point for Investors

07.07.2015 : Weekly analysis – Pyrrhic Victory for Tsipras: A Heavy Price to Pay

05.06.2015 : Weekly analysis – What next for interest rates and sovereign spreads in Europe?

29.05.2015: Weekly analysis – Swiss GDP shrinks by -0.2%, weighed down by franc surge

18.05.2015 : Flash – Alternative Energy : clean Energy Outlook 2015

11.05.2015: Weekly analysis – India could overtake China’s economic growth in 2015

30.04.2015: Weekly analysis – U.S. economy disappoints: time to « sell in May and go away »?

18.04.2015: Weekly analysis – Grexit pressures the euro and momentarily strengthens the CHF

08.04.2015: Weekly analysis – Who really owns and controls the world’s main central banks?

06.03.2015: Weekly analysis – Enhance attractiviness of Swiss real estate in 2015

03.03.2015: Weekly analysis – Swiss GDP up +2% in 2014. Perspectives for 2015: +1.7%

27.02.2015: Weekly analysis – Positive Economic Environment for Global Real Estate in 2015

13.02.2015: Weekly analysis – Investment demand in gold ETFs is turning around in 2015

29.01.2015: Weekly analysis – U.S. energy sector reacts to lower oil prices with a +8% rebound

16.01.2015: Weekly analysis – Swiss pension funds sustain CHF 40 billion losses in two days

13.01.2015: Flash – Alternative Energy : Solar and Wind Energy Industry : Îs there still the perception of a correlation with crude oil prices?

06.01.2015: Weekly analysis – 2015 Economic Outlook: global growth to strengthen to +3.5%

2014

09.12.2014: Weekly analysis – Swiss GDP: +0.6% in the 3rd quarter and +1.9% YoY

14.11.2014: Weekly analysis – “Save Our Swiss Gold”: an initiative worth 65 billion Swiss francs

29.10.2014: Flash – Alternative Energy : EU to cut by -40% greenhouse emissions by 2030 : alternative energy is the only way to go

29.10.2014: Weekly analysis – Oil-price drop does not accurately reflect supply and demand

16.10.2014: Weekly analysis – Does recent volatility mean the end of the bull market is near?

26.09.2014: Weekly analysis – The ECB could inject € 1,000 billion to boost EU growth

04.09.2014: Weekly analysis – Swiss GDP: +0% growth in the 2nd quarter and +0.6% yoy

22.08.2014: Weekly analysis – Market Repositioning for International Real Estate Investments

15.08.2014: Weekly analysis – Global Real Estate Gains Momentum from Economic Recovery

29.07.2014: Weekly analysis – Investors Renew their Interest in Chinese Equities

21.07.2014: Weekly analysis – Japan: does the government have good reasons to turn to optimism?

07.07.2014: Weekly analysis – Markets should prepare for gold and silver’s take off

01.07.2014: Flash – Alternative Energy : Solar and Wind Power : infrastructure is a compelling investment option in 2014

30.06.2014: Weekly analysis – Geopolitical unease and inflation set gold on the starting blocks

20.06.2014: Weekly analysis – Risks on Global Oil Supplies are Growing

18.06.2014: Weekly analysis – Geopolitical risks in the Middle East: +5% for gold and oil prices

28.05.2014: Weekly analysis – Swiss GDP: +0.5% increase in the 1st quarter and +2% yoy

20.05.2014: Weekly analysis – What can the ECB do to act on the EU’s growth?

15.05.2014: Weekly analysis – What is it of the hopes of Europe’s economic growth?

03.05.2014: Flash – Alternative Energy : Electric Vehicles (EVs) : New Energy Car Market Prospects for 2014

24.04.2014: Weekly analysis – Commodities off to a good start in 2014: a new cycle?

10.04.2014: Weekly analysis – The OPP2 turns 30. What are the performances of Swiss PFs?

28.03.2014: Weekly analysis – Could inflation surprise on the upside in 2015?

21.03.2014: Weekly analysis – Yellen indicates higher interest rates ahead of time in 2015

14.03.2014: Weekly analysis – +100% coffee 4-month rise, sugar could be up next!

10.03.2014: Weekly analysis – U.S. Economy: positive surprises and acceleration in Q2

03.03.2014: Flash – Alternative Energy : Wind Energy Blows Strong in 2013 : +45.4%

27.02.2014: Weekly analysis – Swiss GDP expanded by +2% in 2013 after closing at +1% in 2012

20.02.2014: Weekly analysis – China Needs Gold and Silver to Back the Yuan Currency

10.02.2014: Weekly analysis – Long-term rates below 1%…Time to Reduce Swiss Bond Risk!

28.01.2014: Weekly analysis – U.S. Monetary Policy: Year 1 of the Yellen Era

13.01.2014: Weekly analysis – Commodity prices: bullish outlook in 2014/15 after 3 bleak years

06.01.2014: Weekly analysis – Asset Allocation: Top 10 Investment Themes for 2014

02.01.2014: Weekly Analysis – 2014 outlook: Economic horizon seems to further brighten

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