Newsroom

Central bank doctrine recommends not reacting directly to a supply shock on the proviso that it is temporary and that inflation is not already persistently above its target. Currently, neither of these two conditions has been fulfilled. Underlying inflation, as measured by the PCE index, came in at 3.0% in August, and the US–Iran conflict has been dragging on for over six months.

With a Code of Conduct, the Swiss Single Family Office Association aims to establish common standards. At an event hosted by Union Bancaire Privée (UBP) and finews in Zurich, representatives of family offices and the financial sector discussed what the code means in practice and why the requirements placed on single family offices are increasing.

A month ago, we wrote that the outlook for equity markets remained reassuring, supported by resilient earnings, and that only a tightening of financial conditions would signal a genuine change in regime.

Treasury and Bund yields touched multi-year highs before easing back, as weak US payrolls sharply reduced the odds of an October US Federal Reserve rate hike.

When market leadership rotates: why Swiss equities can be a valuable addition to any equity portfolio.

Since 2022 and the end of the ultra-low interest rate environment in Europe, the real estate sector has undergone a significant repricing. Yields have risen sharply, while transaction volumes and asset values have declined.