Archives

Archives

2018

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

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

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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