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Le Temps (07.03.2022) - Jedes Jahr verliert der Finanzplatz Schweiz einige Privatbanken und durch die im Jahr 2021 verzeichnete Welle von Fusionen und Akquisitionen ist ihre Zahl unter die symbolische Marke der 100 gesunken.

Nearly 50 years ago, a long simmering conflict reignited with the Fourth Arab-Israeli War culminating in a global energy shock and kicking off the 1970s stagflationary era.

BlueEarth’s Climate Growth Strategy aims to support growth companies which address global environmental challenges in areas such as energy transition, electrification, industrial process optimisation and the circular economy.

In the wake of rising geopolitical tensions surrounding the conflict between Russia and Ukraine, UBP’s Senior Economist Asia, Carlos Casanova, shares his thoughts about the impact on Asian and global financial markets.

For much of the past decade, Asia technology investors were enthralled with China’s consumer-facing tech companies due to their strong and visible growth.

The macroeconomic backdrop will remain challenging in Q1-22. However, we will likely see an inflexion point following the much-anticipated policy pivot. GDP growth to accelerate from 3.0% y/y in Q1-22 to 5.0% on average in 2022.

The energy transition will require major investment and concerted political will to deliver on net-zero targets.

In this interview Mohammed Kazmi sets out to Bernard McGrath his case for investing in floating-rate notes as a way to reduce portfolio exposure to interest rates and gain from widely expected Fed rate hikes in the months ahead.

The Fed has clearly signalled that the next rate hike cycle is ahead, and bank stocks have started strong in 2022 supported by US 10-year rates, which are up by more than 20bps to 1.74%. 

Family-owned companies have outperformed the indices over the long term thanks to their unwavering focus on long-term value creation.

The S&P 500 is on track for one of its worst January performances looking as far back as 1929. With only ten other years of a January fall of > 5%, similarities and differences can help us to understand what might lie ahead for investors over the balance of the year.

Institutional Money (21.01.2022) - Wie von uns erwartet, war das vergangene Jahr über weite Strecken von Vorsicht hinsichtlich der Zinsentwicklung und Optimismus in Bezug auf Unternehmensanleihen geprägt. Warum wir auch 2022 an dieser Grundhaltung festhalten, wird nachstehend erläutert.