Archives
2024
23.09.2024 : Weekly analysis – BoE to cut rates slowly and cautiously
20.09.2024 : Weekly analysis – Fragile recovery in japanese growth
12.09.2024 : Weekly analysis – End of swiss yield curve inversion in 2025
20.07.2024 : Weekly analysis – Lower interest rates will boost alternative energies
06.07.2024 : Weekly analysis – Fed pivot to take place well before December
04.07.2024 : Weekly analysis – Positive outlook for the Euro zone
28.06.2024 : Weekly analysis – BoE to cut key rates in August
26.06.2024 : Weekly analysis – The fall in the yen will push the BoJ into action
21.06.2024 : Weekly analysis – Outlook for Swiss equities remains positive
10.04.2024 : Weekly analysis – Further rise in commodity prices in 2024
28.03.2024 : Weekly analysis – Positive environment for USD assets
22.03.2024 : Weekly analysis – Positive outlook for the euro and major european assets
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
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
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: 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
